SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 584 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $160,532 | -6.1% | 4,782 | -3.8% | 0.08% | -6.0% |
| Q2 2023 | $170,937 | -51.6% | 4,972 | -52.0% | 0.08% | -52.5% |
| Q1 2023 | $353,476 | +98912.9% | 10,356 | -4.3% | 0.18% | -8.3% |
| Q4 2022 | $357 | -99.7% | 10,819 | +156.8% | 0.19% | +2.1% |
| Q3 2022 | $131,000 | -98.3% | 4,213 | -98.1% | 0.19% | -95.6% |
| Q2 2022 | $7,523,000 | +1.5% | 216,357 | +12.7% | 4.28% | +5.2% |
| Q1 2022 | $7,415,000 | +4.9% | 191,906 | +12.6% | 4.07% | +2.4% |
| Q4 2021 | $7,071,000 | +7.1% | 170,437 | +9.8% | 3.97% | -3.0% |
| Q3 2021 | $6,601,000 | +3.7% | 155,212 | +11.0% | 4.09% | -2.4% |
| Q2 2021 | $6,363,000 | +17.9% | 139,840 | +13.5% | 4.20% | +3.8% |
| Q1 2021 | $5,396,000 | +8.0% | 123,252 | +4.0% | 4.04% | +1.0% |
| Q4 2020 | $4,996,000 | – | 118,506 | – | 4.00% | – |
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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% |