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 | $3,389,664 | -0.0% | 100,973 | +2.4% | 2.45% | +2.0% |
| Q2 2023 | $3,390,899 | +14.7% | 98,630 | +13.8% | 2.40% | +8.5% |
| Q1 2023 | $2,957,501 | +129.8% | 86,654 | +121.9% | 2.21% | +126.3% |
| Q4 2022 | $1,287,088 | +42.1% | 39,050 | +33.8% | 0.98% | +36.1% |
| Q3 2022 | $906,000 | -36.6% | 29,185 | -28.9% | 0.72% | -34.4% |
| Q2 2022 | $1,428,000 | -44.2% | 41,058 | -38.1% | 1.09% | -40.0% |
| Q1 2022 | $2,561,000 | +110.6% | 66,277 | +148.1% | 1.82% | +99.6% |
| Q2 2021 | $1,216,000 | +11.7% | 26,715 | +7.4% | 0.91% | +3.9% |
| Q1 2021 | $1,089,000 | -74.4% | 24,869 | -75.4% | 0.88% | -77.2% |
| Q4 2020 | $4,255,000 | – | 100,930 | – | 3.86% | – |
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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% |