SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 584 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,942,095 | -2.6% | 57,852 | -0.2% | 0.97% | +8.3% |
| Q2 2023 | $1,993,322 | +2.0% | 57,979 | +1.2% | 0.90% | -5.9% |
| Q1 2023 | $1,954,609 | +6.0% | 57,270 | +2.4% | 0.96% | -14.7% |
| Q4 2022 | $1,843,866 | +4.4% | 55,943 | -1.7% | 1.12% | -4.9% |
| Q3 2022 | $1,767,000 | -2.0% | 56,937 | +9.8% | 1.18% | -20.5% |
| Q2 2022 | $1,803,000 | -15.6% | 51,861 | -6.2% | 1.48% | -2.5% |
| Q1 2022 | $2,137,000 | -7.0% | 55,296 | -0.2% | 1.52% | +22.6% |
| Q4 2021 | $2,298,000 | -4.7% | 55,385 | -2.3% | 1.24% | -9.2% |
| Q3 2021 | $2,411,000 | +268.7% | 56,685 | +294.3% | 1.36% | +214.5% |
| Q2 2021 | $654,000 | +8.6% | 14,376 | +4.5% | 0.43% | -31.9% |
| Q1 2021 | $602,000 | -83.5% | 13,753 | -85.9% | 0.64% | -80.2% |
| Q4 2019 | $3,654,000 | – | 97,209 | – | 3.22% | – |
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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% |