SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 609 filers reported holding SPDR INDEX SHS FDS in Q3 2023. 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNamara Financial Services, Inc. | 1,559,029 | $64,684,000 | 16.89% |
| Brown Financial Advisory | 250,141 | $10,378,000 | 9.10% |
| HighMark Wealth Management LLC | 312,033 | $12,944,000 | 8.20% |
| Financial Strategies Group, Inc. | 381,645 | $15,834,000 | 6.46% |
| KWB Wealth | 783,847 | $32,522,000 | 5.40% |
| Sterneck Capital Management, LLC | 216,238 | $8,972,000 | 5.31% |
| Global Strategic Investment Solutions, LLC | 621,655 | $25,792,000 | 4.12% |
| CAPITAL WEALTH MANAGEMENT, LLC | 141,408 | $5,867,000 | 4.11% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 173,599 | $7,203,000 | 4.04% |
| Better Money Decisions, LLC | 114,531 | $4,752,000 | 4.00% |