SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 574 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $49,986 | -32.2% | 1,489 | -30.5% | 0.01% | -31.2% |
Q2 2023 | $73,676 | -9.5% | 2,143 | -10.1% | 0.02% | -30.4% |
Q1 2023 | $81,400 | -36.3% | 2,385 | -38.5% | 0.02% | -39.5% |
Q4 2022 | $127,852 | -37.9% | 3,879 | -41.6% | 0.04% | -41.5% |
Q3 2022 | $206,000 | -11.2% | 6,642 | -0.3% | 0.06% | +1.6% |
Q2 2022 | $232,000 | -20.0% | 6,663 | -11.1% | 0.06% | -14.7% |
Q1 2022 | $290,000 | -15.9% | 7,493 | -9.9% | 0.08% | -10.7% |
Q4 2021 | $345,000 | +73.4% | 8,315 | +77.9% | 0.08% | +3.7% |
Q3 2021 | $199,000 | -54.0% | 4,675 | -50.9% | 0.08% | -34.7% |
Q2 2021 | $433,000 | -37.2% | 9,517 | -39.6% | 0.12% | -46.6% |
Q1 2021 | $690,000 | -77.5% | 15,750 | -78.4% | 0.23% | -90.2% |
Q4 2020 | $3,068,000 | – | 72,775 | – | 2.37% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
McNamara Financial Services, Inc. | 1,649,648 | $54,372,405 | 14.42% |
HighMark Wealth Management LLC | 345,517 | $11,382,567 | 8.58% |
Brown Financial Advisory | 244,564 | $8,060,829 | 8.32% |
HERITAGE WEALTH MANAGEMENT, LLC | 1,412,802 | $46,565,952 | 6.65% |
Sterneck Capital Management, LLC | 300,546 | $9,905,983 | 6.57% |
Luken Investment Analytics, LLC | 306,583 | $10,104,976 | 6.45% |
Financial Strategies Group, Inc. | 466,111 | $15,363,017 | 6.38% |
CAPITAL WEALTH MANAGEMENT, LLC | 279,102 | $9,199,202 | 6.22% |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 228,343 | $7,526,259 | 4.94% |
WALLER FINANCIAL PLANNING GROUP, INC | 465,312 | $15,336,672 | 4.45% |