SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 603 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,471,927 | -3.0% | 73,635 | -0.6% | 0.83% | -1.3% |
| Q2 2023 | $2,547,833 | +7.2% | 74,108 | +6.4% | 0.84% | -2.7% |
| Q1 2023 | $2,377,496 | +19.5% | 69,660 | +8.6% | 0.87% | -7.8% |
| Q4 2022 | $1,990,161 | +0.0% | 64,116 | 0.0% | 0.94% | +0.4% |
| Q3 2022 | $1,990,000 | +66.1% | 64,116 | +85.0% | 0.94% | +44.2% |
| Q2 2022 | $1,198,000 | +62.3% | 34,648 | +81.4% | 0.65% | +76.8% |
| Q1 2022 | $738,000 | -16.1% | 19,103 | -9.9% | 0.37% | -16.8% |
| Q4 2021 | $880,000 | +79.2% | 21,198 | +83.5% | 0.44% | +58.6% |
| Q3 2021 | $491,000 | +90.3% | 11,549 | +91.6% | 0.28% | +93.1% |
| Q2 2021 | $258,000 | +1620.0% | 6,029 | +1673.2% | 0.14% | +1340.0% |
| Q1 2021 | $15,000 | – | 340 | – | 0.01% | – |
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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% |