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 | $121,660 | +3.3% | 3,624 | +5.7% | 0.01% | +25.0% |
| Q2 2023 | $117,823 | +0.8% | 3,427 | +0.1% | 0.00% | -20.0% |
| Q1 2023 | $116,870 | +109124.3% | 3,424 | +5.4% | 0.01% | -16.7% |
| Q4 2022 | $107 | -99.5% | 3,248 | +342.5% | 0.01% | +500.0% |
| Q3 2022 | $23,000 | -89.7% | 734 | -88.5% | 0.00% | -88.9% |
| Q2 2022 | $223,000 | -50.2% | 6,410 | -44.7% | 0.01% | -25.0% |
| Q1 2022 | $448,000 | -7.6% | 11,584 | -0.9% | 0.01% | +9.1% |
| Q4 2021 | $485,000 | -3.4% | 11,693 | -0.9% | 0.01% | -15.4% |
| Q3 2021 | $502,000 | -14.0% | 11,794 | -8.1% | 0.01% | -18.8% |
| Q2 2021 | $584,000 | +147.5% | 12,837 | -14.2% | 0.02% | +166.7% |
| Q1 2021 | $236,000 | – | 14,962 | – | 0.01% | – |
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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% |