SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 574 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $211 | -20.4% | 6,285 | -18.5% | 0.02% | -19.4% |
| Q2 2023 | $265 | -22.1% | 7,709 | -22.6% | 0.03% | -26.2% |
| Q1 2023 | $340 | -34.5% | 9,958 | -36.8% | 0.04% | -42.5% |
| Q4 2022 | $519 | -100.0% | 15,745 | -88.8% | 0.07% | -88.8% |
| Q3 2022 | $4,345,000 | -19.3% | 139,986 | -9.6% | 0.65% | -16.5% |
| Q2 2022 | $5,382,000 | -31.1% | 154,786 | -23.4% | 0.78% | -21.5% |
| Q1 2022 | $7,809,000 | -13.3% | 202,085 | -6.9% | 1.00% | -12.1% |
| Q4 2021 | $9,010,000 | +61.0% | 217,162 | +65.0% | 1.13% | +42.2% |
| Q3 2021 | $5,598,000 | +5.0% | 131,614 | +12.3% | 0.80% | -0.1% |
| Q2 2021 | $5,330,000 | +21.0% | 117,148 | +16.5% | 0.80% | +4.7% |
| Q1 2021 | $4,404,000 | +62.6% | 100,591 | +56.6% | 0.76% | +45.1% |
| Q4 2020 | $2,708,000 | – | 64,220 | – | 0.52% | – |
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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% |