SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 603 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $207,127 | -20.3% | 6,170 | -15.9% | 0.05% | -16.1% |
| Q2 2023 | $259,914 | +3.8% | 7,336 | 0.0% | 0.06% | -1.8% |
| Q1 2023 | $250,378 | -2.9% | 7,336 | 0.0% | 0.06% | -3.4% |
| Q4 2022 | $257,787 | +13.1% | 7,336 | 0.0% | 0.06% | -1.7% |
| Q3 2022 | $228,000 | -10.6% | 7,336 | 0.0% | 0.06% | -3.2% |
| Q2 2022 | $255,000 | -51.1% | 7,336 | -45.6% | 0.06% | -43.6% |
| Q1 2022 | $521,000 | -2.4% | 13,476 | +4.7% | 0.11% | +7.8% |
| Q4 2021 | $534,000 | – | 12,875 | – | 0.10% | – |
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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% |