SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 603 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,125,569 | -12.3% | 212,260 | -10.2% | 6.31% | -4.8% |
Q2 2023 | $8,127,089 | -0.4% | 236,390 | -1.1% | 6.63% | -15.5% |
Q1 2023 | $8,155,978 | +1.2% | 238,968 | -2.3% | 7.85% | -5.6% |
Q4 2022 | $8,060,829 | -7.5% | 244,564 | -12.9% | 8.32% | -0.6% |
Q3 2022 | $8,715,000 | +8.2% | 280,765 | +21.3% | 8.37% | -3.0% |
Q2 2022 | $8,051,000 | -18.6% | 231,556 | -9.6% | 8.62% | +7.2% |
Q1 2022 | $9,892,000 | -4.7% | 256,006 | +2.3% | 8.04% | -11.6% |
Q4 2021 | $10,378,000 | +6.0% | 250,141 | +8.6% | 9.10% | +12.8% |
Q3 2021 | $9,794,000 | -5.9% | 230,294 | +0.6% | 8.07% | -7.0% |
Q2 2021 | $10,411,000 | +2.5% | 228,824 | -1.3% | 8.68% | -3.3% |
Q1 2021 | $10,153,000 | -7.1% | 231,913 | -10.5% | 8.98% | -7.3% |
Q4 2020 | $10,927,000 | – | 259,171 | – | 9.68% | – |
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% |