SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 18 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $130,587 | -2.4% | 3,890 | 0.0% | 0.02% | -5.3% |
| Q2 2023 | $133,738 | +0.7% | 3,890 | 0.0% | 0.02% | -9.5% |
| Q1 2023 | $132,766 | +3.6% | 3,890 | 0.0% | 0.02% | -27.6% |
| Q4 2022 | $128,214 | +6.0% | 3,890 | 0.0% | 0.03% | -9.4% |
| Q3 2022 | $121,000 | -11.0% | 3,890 | -0.3% | 0.03% | +33.3% |
| Q2 2022 | $136,000 | -9.9% | 3,901 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $151,000 | -6.8% | 3,901 | 0.0% | 0.02% | +26.3% |
| Q4 2021 | $162,000 | -2.4% | 3,901 | -0.1% | 0.02% | -20.8% |
| Q3 2021 | $166,000 | -6.2% | 3,906 | +0.1% | 0.02% | -17.2% |
| Q2 2021 | $177,000 | +2.3% | 3,901 | -1.2% | 0.03% | -21.6% |
| Q1 2021 | $173,000 | +5.5% | 3,949 | +1.5% | 0.04% | -31.5% |
| Q4 2020 | $164,000 | – | 3,890 | – | 0.05% | – |
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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% |