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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,314,335 | -11.5% | 69,064 | -7.8% | 0.26% | -11.1% |
| Q2 2023 | $2,614,550 | +12.2% | 74,894 | +9.7% | 0.29% | +16.1% |
| Q1 2023 | $2,330,772 | +10.6% | 68,291 | +6.8% | 0.25% | 0.0% |
| Q4 2022 | $2,107,199 | -1.4% | 63,932 | -9.5% | 0.25% | -4.6% |
| Q3 2022 | $2,138,000 | -17.3% | 70,639 | -5.5% | 0.26% | -15.9% |
| Q2 2022 | $2,584,000 | -41.4% | 74,786 | -34.5% | 0.31% | -39.8% |
| Q1 2022 | $4,411,000 | +23.6% | 114,146 | +33.4% | 0.51% | +12.7% |
| Q4 2021 | $3,568,000 | – | 85,575 | – | 0.46% | – |
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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% |