SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 584 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $487,324 | -0.5% | 14,517 | +1.9% | 0.33% | +2.8% |
| Q2 2023 | $489,745 | +0.0% | 14,245 | -0.7% | 0.32% | -0.9% |
| Q1 2023 | $489,528 | -1.0% | 14,343 | -4.4% | 0.33% | +24.9% |
| Q4 2022 | $494,501 | -25.4% | 15,003 | -29.7% | 0.26% | -41.1% |
| Q3 2022 | $663,000 | -10.5% | 21,346 | +0.1% | 0.44% | -6.7% |
| Q2 2022 | $741,000 | -8.0% | 21,319 | +2.4% | 0.48% | -5.0% |
| Q1 2022 | $805,000 | -5.2% | 20,825 | +1.8% | 0.50% | -26.1% |
| Q4 2021 | $849,000 | – | 20,450 | – | 0.68% | – |
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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% |