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 | $596,875 | -6.6% | 17,780 | -4.4% | 0.11% | -5.9% |
Q2 2023 | $639,304 | -4.4% | 18,595 | -5.1% | 0.12% | -9.2% |
Q1 2023 | $668,445 | -20.8% | 19,585 | -23.6% | 0.13% | -27.4% |
Q4 2022 | $844,477 | +2.5% | 25,621 | -3.5% | 0.18% | -10.5% |
Q3 2022 | $824,000 | -20.1% | 26,537 | -10.5% | 0.20% | -20.3% |
Q2 2022 | $1,031,000 | -26.0% | 29,640 | -17.8% | 0.25% | -19.3% |
Q1 2022 | $1,394,000 | -13.8% | 36,079 | -7.5% | 0.31% | -21.9% |
Q4 2021 | $1,618,000 | -4.5% | 39,005 | -2.1% | 0.40% | -13.7% |
Q3 2021 | $1,695,000 | +0.2% | 39,857 | +7.2% | 0.46% | -7.1% |
Q2 2021 | $1,692,000 | +10.7% | 37,179 | +6.5% | 0.50% | +6.0% |
Q1 2021 | $1,528,000 | +24.1% | 34,905 | +19.5% | 0.47% | +13.0% |
Q4 2020 | $1,231,000 | +271.9% | 29,210 | +222.7% | 0.41% | +220.9% |
Q3 2020 | $331,000 | +2.8% | 9,053 | -5.9% | 0.13% | -4.4% |
Q2 2020 | $322,000 | +21.1% | 9,623 | +3.0% | 0.14% | -2.2% |
Q1 2020 | $266,000 | +0.4% | 9,341 | +32.6% | 0.14% | +31.4% |
Q4 2019 | $265,000 | +14.7% | 7,044 | +4.3% | 0.10% | +7.1% |
Q3 2019 | $231,000 | – | 6,753 | – | 0.10% | – |
Download |
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% |