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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,641,334 | +48.4% | 78,681 | +52.0% | 1.35% | +51.9% |
| Q2 2023 | $1,779,281 | +78.7% | 51,753 | +77.4% | 0.89% | +80.3% |
| Q1 2023 | $995,589 | +30.6% | 29,170 | +26.1% | 0.49% | +23.9% |
| Q4 2022 | $762,609 | +10.4% | 23,137 | +3.8% | 0.40% | -1.7% |
| Q3 2022 | $691,000 | -19.8% | 22,284 | -10.2% | 0.40% | -17.7% |
| Q2 2022 | $862,000 | -61.4% | 24,805 | -57.1% | 0.49% | -59.5% |
| Q1 2022 | $2,235,000 | +70.2% | 57,837 | +82.8% | 1.21% | -10.0% |
| Q4 2021 | $1,313,000 | – | 31,637 | – | 1.35% | – |
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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% |