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 | $311,311 | -2.2% | 9,273 | +0.2% | 0.07% | 0.0% |
| Q2 2023 | $318,272 | +0.2% | 9,257 | -0.6% | 0.07% | -5.3% |
| Q1 2023 | $317,731 | +7.3% | 9,309 | +4.7% | 0.08% | -27.9% |
| Q4 2022 | $296,129 | -5.1% | 8,887 | -11.6% | 0.10% | -15.4% |
| Q3 2022 | $312,000 | -28.4% | 10,048 | -20.3% | 0.12% | -16.9% |
| Q2 2022 | $436,000 | -23.9% | 12,611 | -15.0% | 0.15% | -14.0% |
| Q1 2022 | $573,000 | -15.7% | 14,834 | -9.4% | 0.17% | -14.4% |
| Q4 2021 | $680,000 | -11.2% | 16,381 | -7.5% | 0.20% | -12.2% |
| Q3 2021 | $766,000 | -9.7% | 17,702 | -9.9% | 0.23% | -13.9% |
| Q2 2021 | $848,000 | -10.1% | 19,644 | -7.6% | 0.27% | -11.0% |
| Q1 2021 | $943,000 | +5.1% | 21,250 | -0.2% | 0.30% | -11.8% |
| Q4 2020 | $897,000 | – | 21,283 | – | 0.34% | – |
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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% |