SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 584 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,186 | -21.2% | 94,917 | -19.3% | 0.84% | -85.0% |
Q2 2023 | $4,044 | +1.0% | 117,618 | +0.3% | 5.58% | +537.6% |
Q1 2023 | $4,002 | -4.9% | 117,261 | -8.1% | 0.88% | -13.5% |
Q4 2022 | $4,207 | -99.8% | 127,635 | +62.5% | 1.01% | +50.9% |
Q3 2022 | $2,439,000 | -4.4% | 78,561 | +7.1% | 0.67% | -3.7% |
Q2 2022 | $2,550,000 | -37.1% | 73,341 | -30.1% | 0.70% | -32.7% |
Q1 2022 | $4,054,000 | -9.9% | 104,923 | -3.2% | 1.03% | -14.2% |
Q4 2021 | $4,497,000 | +278.9% | 108,389 | +288.5% | 1.20% | -53.6% |
Q3 2021 | $1,187,000 | -5.7% | 27,902 | +0.9% | 2.60% | +497.9% |
Q2 2021 | $1,259,000 | +4.1% | 27,666 | +1.1% | 0.43% | -1.8% |
Q1 2021 | $1,209,000 | +15.5% | 27,373 | +10.3% | 0.44% | -6.4% |
Q4 2020 | $1,047,000 | +17.1% | 24,826 | +1.5% | 0.47% | -0.6% |
Q3 2020 | $894,000 | +9.2% | 24,452 | -0.1% | 0.48% | -0.4% |
Q2 2020 | $819,000 | +42.9% | 24,483 | +21.5% | 0.48% | +20.2% |
Q1 2020 | $573,000 | – | 20,148 | – | 0.40% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
McNamara Financial Services, Inc. | 1,649,648 | $54,372,405 | 14.42% |
HighMark Wealth Management LLC | 345,517 | $11,382,567 | 8.58% |
Brown Financial Advisory | 244,564 | $8,060,829 | 8.32% |
HERITAGE WEALTH MANAGEMENT, LLC | 1,412,802 | $46,565,952 | 6.65% |
Sterneck Capital Management, LLC | 300,546 | $9,905,983 | 6.57% |
Luken Investment Analytics, LLC | 306,583 | $10,104,976 | 6.45% |
Financial Strategies Group, Inc. | 466,111 | $15,363,017 | 6.38% |
CAPITAL WEALTH MANAGEMENT, LLC | 279,102 | $9,199,202 | 6.22% |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 228,343 | $7,526,259 | 4.94% |
WALLER FINANCIAL PLANNING GROUP, INC | 465,312 | $15,336,672 | 4.45% |