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 | $774,297 | -31.9% | 23,065 | -30.3% | 0.64% | -24.9% |
Q2 2023 | $1,137,398 | +1.7% | 33,083 | +0.9% | 0.86% | -1.9% |
Q1 2023 | $1,118,742 | -90.2% | 32,779 | -90.5% | 0.87% | -89.8% |
Q4 2022 | $11,382,567 | +9.5% | 345,517 | +2.3% | 8.58% | -3.3% |
Q3 2022 | $10,395,000 | -4.6% | 337,598 | +7.2% | 8.87% | +1.3% |
Q2 2022 | $10,895,000 | -13.3% | 314,857 | -3.2% | 8.76% | +4.2% |
Q1 2022 | $12,571,000 | -2.9% | 325,382 | +4.3% | 8.41% | +2.5% |
Q4 2021 | $12,944,000 | +4.7% | 312,033 | +7.3% | 8.20% | -9.8% |
Q3 2021 | $12,364,000 | -2.6% | 290,713 | +4.2% | 9.10% | -2.4% |
Q2 2021 | $12,689,000 | +7.6% | 279,088 | +3.5% | 9.33% | -0.8% |
Q1 2021 | $11,792,000 | +5.4% | 269,543 | +1.5% | 9.40% | -2.2% |
Q4 2020 | $11,188,000 | +17.6% | 265,471 | +2.0% | 9.61% | +12.1% |
Q3 2020 | $9,516,000 | +8.3% | 260,294 | -0.9% | 8.57% | -11.2% |
Q2 2020 | $8,788,000 | +20.4% | 262,700 | +2.4% | 9.65% | +9.6% |
Q1 2020 | $7,298,000 | -18.1% | 256,640 | +8.2% | 8.81% | -7.4% |
Q4 2019 | $8,912,000 | – | 237,108 | – | 9.51% | – |
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% |