SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 574 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $24,648 | +0.5% | 717 | -0.3% | 0.02% | -4.3% |
| Q1 2023 | $24,527 | -2.0% | 719 | -5.4% | 0.02% | -4.2% |
| Q4 2022 | $25,038 | -10.6% | 760 | -16.9% | 0.02% | -14.3% |
| Q3 2022 | $28,000 | -58.2% | 915 | -53.7% | 0.03% | -56.2% |
| Q2 2022 | $67,000 | +4.7% | 1,978 | +18.5% | 0.06% | +18.5% |
| Q1 2022 | $64,000 | -36.6% | 1,669 | -31.3% | 0.05% | -33.3% |
| Q4 2021 | $101,000 | – | 2,429 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNamara Financial Services, Inc. | 1,621,460 | $62,653,000 | 17.00% |
| HighMark Wealth Management LLC | 325,382 | $12,571,000 | 8.41% |
| Brown Financial Advisory | 256,006 | $9,892,000 | 8.04% |
| Financial Strategies Group, Inc. | 404,349 | $15,624,000 | 6.23% |
| HERITAGE WEALTH MANAGEMENT, LLC | 593,617 | $22,937,000 | 6.20% |
| Sterneck Capital Management, LLC | 235,114 | $9,085,000 | 5.46% |
| KWB Wealth | 780,829 | $32,397,000 | 5.40% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 230,648 | $8,912,000 | 5.07% |
| Better Money Decisions, LLC | 130,116 | $5,028,000 | 4.71% |
| Brooklyn FI, LLC | 132,219 | $5,109,000 | 4.43% |