SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 599 filers reported holding SPDR INDEX SHS FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $13,675,366 | -1.6% | 407,369 | +0.7% | 2.07% | +2.9% |
Q2 2023 | $13,904,601 | +3.7% | 404,439 | +3.0% | 2.01% | -3.5% |
Q1 2023 | $13,405,344 | +0.1% | 392,773 | -3.3% | 2.08% | -5.3% |
Q4 2022 | $13,392,738 | +0.0% | 406,333 | -5.8% | 2.20% | -7.6% |
Q3 2022 | $13,391,000 | -33.0% | 431,397 | -24.9% | 2.38% | -30.5% |
Q2 2022 | $19,975,000 | +5.7% | 574,498 | +17.5% | 3.42% | +18.5% |
Q1 2022 | $18,893,000 | +9.6% | 488,940 | +17.7% | 2.89% | +11.2% |
Q4 2021 | $17,241,000 | +1.4% | 415,550 | +3.9% | 2.60% | -6.1% |
Q3 2021 | $17,005,000 | -2.5% | 399,838 | +4.3% | 2.77% | -1.4% |
Q2 2021 | $17,445,000 | +8.7% | 383,415 | +4.6% | 2.81% | +2.7% |
Q1 2021 | $16,052,000 | +2.7% | 366,642 | -1.1% | 2.73% | -4.4% |
Q4 2020 | $15,635,000 | – | 370,847 | – | 2.86% | – |
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% |