SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 574 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,668,633 | +39.3% | 48,634 | +33.8% | 1.84% | +34.8% |
| Q4 2022 | $1,197,832 | -4.2% | 36,342 | +1.1% | 1.36% | -5.3% |
| Q3 2022 | $1,250,000 | -8.3% | 35,945 | +1.9% | 1.44% | +8.3% |
| Q2 2022 | $1,363,000 | 0.0% | 35,284 | 0.0% | 1.33% | +17.7% |
| Q1 2022 | $1,363,000 | -22.7% | 35,284 | -16.5% | 1.13% | -19.9% |
| Q4 2021 | $1,763,000 | -6.7% | 42,238 | +1.7% | 1.41% | -27.4% |
| Q3 2021 | $1,889,000 | 0.0% | 41,519 | 0.0% | 1.94% | 0.0% |
| Q2 2021 | $1,889,000 | -1.4% | 41,519 | -5.1% | 1.94% | -11.8% |
| Q1 2021 | $1,915,000 | +3.2% | 43,731 | -0.7% | 2.20% | +2.8% |
| Q4 2020 | $1,856,000 | – | 44,034 | – | 2.14% | – |
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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% |