SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 599 filers reported holding SPDR INDEX SHS FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,436,662 | -30.1% | 42,796 | -28.4% | 1.21% | -26.5% |
Q2 2023 | $2,054,686 | -7.6% | 59,764 | -8.3% | 1.65% | -11.0% |
Q1 2023 | $2,224,628 | +4.9% | 65,181 | +1.3% | 1.85% | +2.0% |
Q4 2022 | $2,120,943 | +4.0% | 64,349 | -2.1% | 1.81% | -2.6% |
Q3 2022 | $2,040,000 | -14.4% | 65,742 | -4.1% | 1.86% | -9.2% |
Q2 2022 | $2,384,000 | -13.2% | 68,571 | -1.7% | 2.05% | -8.2% |
Q1 2022 | $2,746,000 | +40.3% | 69,767 | +47.9% | 2.23% | +40.6% |
Q4 2021 | $1,957,000 | – | 47,178 | – | 1.59% | – |
Download |
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% |