SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 555 filers reported holding SPDR INDEX SHS FDS in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,290,504 | +5.6% | 68,230 | +8.2% | 1.50% | +6.7% |
| Q2 2023 | $2,168,954 | +2.4% | 63,087 | +1.7% | 1.41% | +7.4% |
| Q1 2023 | $2,117,985 | +7.6% | 62,056 | +3.9% | 1.31% | +1.2% |
| Q4 2022 | $1,968,956 | +5.1% | 59,738 | -1.0% | 1.30% | -2.8% |
| Q3 2022 | $1,874,000 | -5.4% | 60,367 | +5.9% | 1.33% | -12.2% |
| Q2 2022 | $1,982,000 | -5.7% | 56,983 | +4.7% | 1.52% | +4.4% |
| Q1 2022 | $2,102,000 | +2.8% | 54,408 | +10.5% | 1.46% | +5.4% |
| Q4 2021 | $2,044,000 | +17.9% | 49,251 | +20.8% | 1.38% | -9.1% |
| Q3 2021 | $1,733,000 | +7.1% | 40,754 | +14.6% | 1.52% | -8.4% |
| Q2 2021 | $1,618,000 | – | 35,554 | – | 1.66% | – |
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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% |