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 | $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. | 1,559,029 | $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% |