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