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 | $1,706,061 | -2.4% | 50,821 | -0.0% | 0.18% | -4.2% |
| Q2 2023 | $1,747,914 | -6.4% | 50,841 | -7.1% | 0.19% | -10.4% |
| Q1 2023 | $1,868,140 | +5.2% | 54,736 | +1.6% | 0.21% | -4.1% |
| Q4 2022 | $1,775,259 | +66.7% | 53,861 | +57.1% | 0.22% | +36.4% |
| Q3 2022 | $1,065,000 | -47.7% | 34,295 | -41.4% | 0.16% | -49.1% |
| Q2 2022 | $2,035,000 | +36.1% | 58,521 | +54.1% | 0.32% | +43.2% |
| Q1 2022 | $1,495,000 | – | 37,972 | – | 0.22% | – |
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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% |