SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 609 filers reported holding SPDR INDEX SHS FDS in Q3 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. | 1,649,648 | $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% |