SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 609 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,185,244 | -6.7% | 65,095 | -4.4% | 0.57% | -9.2% |
| Q2 2023 | $2,341,215 | +0.8% | 68,098 | +0.0% | 0.63% | -7.5% |
| Q1 2023 | $2,323,088 | +2.8% | 68,066 | -0.7% | 0.68% | -8.1% |
| Q4 2022 | $2,259,173 | +6.6% | 68,543 | +0.4% | 0.74% | -0.7% |
| Q3 2022 | $2,119,000 | -23.9% | 68,270 | -14.8% | 0.75% | -20.2% |
| Q2 2022 | $2,786,000 | +8.6% | 80,114 | +20.7% | 0.94% | +5.8% |
| Q1 2022 | $2,566,000 | +32.5% | 66,398 | +45.8% | 0.88% | +22.2% |
| Q3 2021 | $1,937,000 | -3.5% | 45,536 | +3.3% | 0.72% | -8.9% |
| Q2 2021 | $2,007,000 | +6.3% | 44,099 | +2.3% | 0.80% | -0.7% |
| Q1 2021 | $1,888,000 | +3.9% | 43,126 | +0.0% | 0.80% | -3.6% |
| Q4 2020 | $1,817,000 | +16.0% | 43,106 | +0.6% | 0.83% | -3.3% |
| Q3 2020 | $1,567,000 | +1.6% | 42,865 | -7.0% | 0.86% | -5.2% |
| Q2 2020 | $1,543,000 | +119.8% | 46,105 | +87.0% | 0.91% | +78.3% |
| Q1 2020 | $702,000 | -19.8% | 24,651 | +5.9% | 0.51% | -9.3% |
| Q4 2019 | $875,000 | – | 23,288 | – | 0.56% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNamara Financial Services, Inc. | 1,559,029 | $64,684,000 | 16.89% |
| Brown Financial Advisory | 250,141 | $10,378,000 | 9.10% |
| HighMark Wealth Management LLC | 312,033 | $12,944,000 | 8.20% |
| Financial Strategies Group, Inc. | 381,645 | $15,834,000 | 6.46% |
| KWB Wealth | 783,847 | $32,522,000 | 5.40% |
| Sterneck Capital Management, LLC | 216,238 | $8,972,000 | 5.31% |
| Global Strategic Investment Solutions, LLC | 621,655 | $25,792,000 | 4.12% |
| CAPITAL WEALTH MANAGEMENT, LLC | 141,408 | $5,867,000 | 4.11% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 173,599 | $7,203,000 | 4.04% |
| Better Money Decisions, LLC | 114,531 | $4,752,000 | 4.00% |