SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 614 filers reported holding SPDR INDEX SHS FDS in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $714,072 | +0.7% | 21,271 | +3.2% | 0.20% | +6.4% |
Q2 2023 | $708,923 | +7.6% | 20,620 | +6.9% | 0.19% | +2.2% |
Q1 2023 | $658,572 | +3.0% | 19,296 | -0.5% | 0.18% | -2.7% |
Q4 2022 | $639,095 | +25.3% | 19,390 | +18.0% | 0.19% | +11.2% |
Q3 2022 | $510,000 | -22.4% | 16,429 | -13.1% | 0.17% | -21.4% |
Q2 2022 | $657,000 | -15.8% | 18,907 | -6.3% | 0.22% | -12.2% |
Q1 2022 | $780,000 | -1.6% | 20,181 | +5.5% | 0.24% | -3.5% |
Q4 2021 | $793,000 | +13.8% | 19,122 | +16.8% | 0.25% | +2.4% |
Q3 2021 | $697,000 | +5261.5% | 16,365 | +3602.5% | 0.25% | +2655.6% |
Q1 2020 | $13,000 | – | 442 | – | 0.01% | – |
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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% |