SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 507 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,929,019 | -3.1% | 87,251 | -0.8% | 0.67% | -2.2% |
Q2 2023 | $3,023,689 | -0.7% | 87,949 | -1.5% | 0.68% | -6.4% |
Q1 2023 | $3,046,476 | +3.0% | 89,261 | -0.5% | 0.73% | -2.8% |
Q4 2022 | $2,957,037 | +4.5% | 89,716 | -1.6% | 0.75% | +3.7% |
Q3 2022 | $2,829,000 | -9.1% | 91,133 | +1.8% | 0.72% | -8.0% |
Q2 2022 | $3,112,000 | -7.2% | 89,500 | +3.1% | 0.79% | +1.2% |
Q1 2022 | $3,354,000 | -2.4% | 86,806 | +4.8% | 0.78% | +1.0% |
Q4 2021 | $3,435,000 | +6.3% | 82,798 | +9.0% | 0.77% | -2.5% |
Q3 2021 | $3,230,000 | +9.5% | 75,945 | +17.2% | 0.79% | +5.9% |
Q2 2021 | $2,949,000 | +4.9% | 64,817 | +0.9% | 0.75% | -5.8% |
Q1 2021 | $2,812,000 | -3.4% | 64,241 | -7.0% | 0.79% | -13.1% |
Q4 2020 | $2,912,000 | +8.3% | 69,074 | -6.1% | 0.91% | -3.6% |
Q3 2020 | $2,690,000 | +6.5% | 73,569 | -2.5% | 0.94% | -1.8% |
Q2 2020 | $2,526,000 | +12.7% | 75,494 | -0.0% | 0.96% | +0.4% |
Q1 2020 | $2,242,000 | -14.3% | 75,519 | +6.3% | 0.96% | -14.5% |
Q4 2019 | $2,617,000 | – | 71,024 | – | 1.12% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
McNamara Financial Services, Inc. | 1,621,460 | $62,653,000 | 17.00% |
HighMark Wealth Management LLC | 325,382 | $12,571,000 | 8.41% |
Brown Financial Advisory | 256,006 | $9,892,000 | 8.04% |
Financial Strategies Group, Inc. | 404,349 | $15,624,000 | 6.23% |
HERITAGE WEALTH MANAGEMENT, LLC | 593,617 | $22,937,000 | 6.20% |
Sterneck Capital Management, LLC | 235,114 | $9,085,000 | 5.46% |
KWB Wealth | 780,829 | $32,397,000 | 5.40% |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 230,648 | $8,912,000 | 5.07% |
Better Money Decisions, LLC | 130,116 | $5,028,000 | 4.71% |
Brooklyn FI, LLC | 132,219 | $5,109,000 | 4.43% |