SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 520 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $888,516 | -11.9% | 26,468 | -9.8% | 0.49% | -6.5% |
| Q2 2023 | $1,008,278 | -0.1% | 29,328 | -0.9% | 0.53% | -3.5% |
| Q1 2023 | $1,009,576 | -0.3% | 29,580 | -3.7% | 0.55% | -8.1% |
| Q4 2022 | $1,012,144 | -22.5% | 30,708 | -27.1% | 0.59% | -30.0% |
| Q3 2022 | $1,306,000 | -15.0% | 42,135 | -6.4% | 0.85% | -11.6% |
| Q2 2022 | $1,536,000 | +227.5% | 45,020 | +270.7% | 0.96% | +213.7% |
| Q1 2022 | $469,000 | -6.8% | 12,143 | +2.1% | 0.31% | -16.2% |
| Q4 2021 | $503,000 | +5.5% | 11,897 | +6.1% | 0.36% | +9.6% |
| Q3 2021 | $477,000 | -2.5% | 11,216 | +4.3% | 0.33% | -3.8% |
| Q2 2021 | $489,000 | +10.1% | 10,749 | +5.9% | 0.35% | -4.2% |
| Q1 2021 | $444,000 | -2.0% | 10,153 | -5.4% | 0.36% | +0.3% |
| Q4 2020 | $453,000 | – | 10,737 | – | 0.36% | – |
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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% |