SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 569 filers reported holding SPDR INDEX SHS FDS in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $415,684 | -4.9% | 12,383 | -2.6% | 0.37% | +1.1% |
Q2 2023 | $437,070 | +4.3% | 12,713 | +3.6% | 0.36% | -3.2% |
Q1 2023 | $419,027 | +3.8% | 12,277 | +0.2% | 0.37% | -0.8% |
Q4 2022 | $403,772 | +6.3% | 12,250 | +0.1% | 0.38% | -3.8% |
Q3 2022 | $380,000 | -16.8% | 12,240 | -6.8% | 0.39% | -11.5% |
Q2 2022 | $457,000 | -34.1% | 13,130 | -26.8% | 0.44% | -22.0% |
Q1 2022 | $693,000 | -18.0% | 17,931 | -11.9% | 0.57% | -7.9% |
Q4 2021 | $845,000 | -0.9% | 20,357 | +1.5% | 0.62% | -9.5% |
Q3 2021 | $853,000 | -99.9% | 20,064 | -9.3% | 0.68% | -8.8% |
Q2 2021 | $982,780,000 | +14.0% | 22,124 | +13.4% | 0.75% | +3.9% |
Q1 2021 | $862,041,000 | +36.3% | 19,503 | +35.9% | 0.72% | +22.4% |
Q4 2020 | $632,358,000 | – | 14,352 | – | 0.59% | – |
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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% |