SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 603 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $648 | -9.7% | 19,296 | -7.6% | 0.49% | -6.8% |
| Q2 2023 | $718 | -6.4% | 20,877 | -7.1% | 0.53% | -11.7% |
| Q1 2023 | $767 | -4.8% | 22,472 | -8.2% | 0.60% | -14.7% |
| Q4 2022 | $806 | -100.0% | 24,468 | -58.7% | 0.70% | -60.6% |
| Q3 2022 | $1,838,000 | -24.8% | 59,204 | -15.7% | 1.78% | -25.4% |
| Q2 2022 | $2,443,000 | +1115.4% | 70,255 | +1490.6% | 2.38% | +1134.7% |
| Q2 2021 | $201,000 | – | 4,417 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNamara Financial Services, Inc. | 1,621,460 | $62,653,000 | 17.00% |
| HighMark Wealth Management LLC | 325,382 | $12,571,000 | 8.41% |
| Brown Financial Advisory | 256,006 | $9,892,000 | 8.04% |
| Financial Strategies Group, Inc. | 404,349 | $15,624,000 | 6.23% |
| HERITAGE WEALTH MANAGEMENT, LLC | 593,617 | $22,937,000 | 6.20% |
| Sterneck Capital Management, LLC | 235,114 | $9,085,000 | 5.46% |
| KWB Wealth | 780,829 | $32,397,000 | 5.40% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 230,648 | $8,912,000 | 5.07% |
| Better Money Decisions, LLC | 130,116 | $5,028,000 | 4.71% |
| Brooklyn FI, LLC | 132,219 | $5,109,000 | 4.43% |