SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 599 filers reported holding SPDR INDEX SHS FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,067,929 | -1.5% | 31,812 | +0.9% | 0.16% | +3.2% |
| Q2 2023 | $1,084,002 | +1.6% | 31,530 | +0.9% | 0.16% | -4.2% |
| Q1 2023 | $1,066,597 | -4.3% | 31,251 | -7.6% | 0.16% | -9.3% |
| Q4 2022 | $1,114,345 | -9.5% | 33,809 | -14.7% | 0.18% | -19.8% |
| Q3 2022 | $1,231,000 | -24.2% | 39,645 | -15.1% | 0.23% | -8.8% |
| Q2 2022 | $1,624,000 | +15.2% | 46,693 | +28.0% | 0.25% | +31.1% |
| Q1 2022 | $1,410,000 | +8.5% | 36,480 | +16.4% | 0.19% | +11.8% |
| Q4 2021 | $1,300,000 | – | 31,327 | – | 0.17% | – |
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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% |