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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $214,737 | -57.1% | 6,246 | -57.4% | 0.05% | -51.6% |
| Q1 2023 | $500,585 | -1.7% | 14,667 | -5.1% | 0.10% | -7.8% |
| Q4 2022 | $509,166 | +11.4% | 15,448 | +4.7% | 0.10% | +6.2% |
| Q3 2022 | $457,000 | -34.6% | 14,755 | -26.7% | 0.10% | -34.9% |
| Q2 2022 | $699,000 | -18.4% | 20,130 | -9.3% | 0.15% | -4.5% |
| Q1 2022 | $857,000 | -35.9% | 22,195 | -31.1% | 0.16% | -41.1% |
| Q4 2021 | $1,337,000 | – | 32,228 | – | 0.26% | – |
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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% |