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 | $4,240,815 | -16.1% | 126,781 | -13.8% | 1.89% | -12.8% |
| Q2 2023 | $5,055,695 | +21.2% | 147,053 | +20.3% | 2.17% | +2.8% |
| Q1 2023 | $4,171,488 | +40.9% | 122,223 | +36.1% | 2.11% | +26.7% |
| Q4 2022 | $2,960,910 | -27.9% | 89,833 | -32.1% | 1.66% | -40.0% |
| Q3 2022 | $4,106,000 | -15.6% | 132,295 | -5.5% | 2.77% | +0.1% |
| Q2 2022 | $4,867,000 | -4.2% | 139,972 | +6.4% | 2.77% | +13.2% |
| Q1 2022 | $5,083,000 | -9.0% | 131,558 | -2.3% | 2.45% | -2.0% |
| Q4 2021 | $5,584,000 | -7.9% | 134,587 | -4.2% | 2.50% | -13.0% |
| Q3 2021 | $6,060,000 | -2.0% | 140,533 | +3.4% | 2.87% | -11.7% |
| Q2 2021 | $6,183,000 | +27.6% | 135,894 | +22.8% | 3.25% | +15.3% |
| Q1 2021 | $4,846,000 | +8.9% | 110,696 | +12.9% | 2.82% | +7.3% |
| Q4 2020 | $4,451,000 | +85.1% | 98,081 | +60.7% | 2.63% | +74.7% |
| Q3 2020 | $2,404,000 | +13.8% | 61,025 | +5.9% | 1.50% | +4.0% |
| Q2 2020 | $2,113,000 | – | 57,634 | – | 1.45% | – |
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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% |