SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 616 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $426,537 | -2.0% | 11,323 | -5.9% | 0.12% | +10.6% |
| Q1 2024 | $435,438 | -19.4% | 12,032 | -21.1% | 0.10% | -31.6% |
| Q4 2023 | $540,038 | -42.2% | 15,251 | -47.2% | 0.15% | -47.2% |
| Q3 2023 | $933,559 | +15.0% | 28,867 | +22.3% | 0.29% | -5.0% |
| Q2 2023 | $811,540 | -0.3% | 23,605 | -1.0% | 0.30% | -14.4% |
| Q1 2023 | $813,762 | +1.8% | 23,843 | -1.7% | 0.35% | -13.2% |
| Q4 2022 | $799,115 | +45.8% | 24,245 | +37.4% | 0.41% | +20.4% |
| Q3 2022 | $548,000 | -30.8% | 17,651 | -22.5% | 0.34% | -29.2% |
| Q2 2022 | $792,000 | – | 22,772 | – | 0.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNamara Financial Services, Inc. | 1,469,729 | $53,733,000 | 18.18% |
| HighMark Wealth Management LLC | 260,294 | $9,516,000 | 8.57% |
| Advisory Alpha, LLC | 879,859 | $32,836,000 | 7.05% |
| Financial Strategies Group, Inc. | 262,102 | $9,582,000 | 6.45% |
| Global Strategic Investment Solutions, LLC | 668,174 | $24,428,000 | 6.20% |
| Blueprint Investment Partners LLC | 181,457 | $7,650,000 | 6.04% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 191,885 | $7,015,000 | 4.86% |
| ERn Financial, LLC | 279,339 | $10,213,000 | 4.78% |
| Sterneck Capital Management, LLC | 148,389 | $5,425,000 | 4.58% |
| CAPITAL WEALTH MANAGEMENT, LLC | 123,809 | $4,526,000 | 4.56% |