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. | 1,559,029 | $64,684,000 | 16.89% |
| Brown Financial Advisory | 250,141 | $10,378,000 | 9.10% |
| HighMark Wealth Management LLC | 312,033 | $12,944,000 | 8.20% |
| Financial Strategies Group, Inc. | 381,645 | $15,834,000 | 6.46% |
| KWB Wealth | 783,847 | $32,522,000 | 5.40% |
| Sterneck Capital Management, LLC | 216,238 | $8,972,000 | 5.31% |
| Global Strategic Investment Solutions, LLC | 621,655 | $25,792,000 | 4.12% |
| CAPITAL WEALTH MANAGEMENT, LLC | 141,408 | $5,867,000 | 4.11% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 173,599 | $7,203,000 | 4.04% |
| Better Money Decisions, LLC | 114,531 | $4,752,000 | 4.00% |