SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 18 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,485,979 | -2.3% | 44,265 | +0.1% | 1.12% | +1.4% |
| Q2 2023 | $1,520,321 | +17.6% | 44,221 | +16.7% | 1.11% | +5.9% |
| Q1 2023 | $1,292,881 | +11.0% | 37,881 | +7.2% | 1.04% | -5.3% |
| Q4 2022 | $1,165,171 | +11.0% | 35,351 | +4.5% | 1.10% | +0.3% |
| Q3 2022 | $1,050,000 | -12.6% | 33,823 | -2.2% | 1.10% | -3.6% |
| Q2 2022 | $1,202,000 | -7.8% | 34,575 | +2.5% | 1.14% | +6.8% |
| Q1 2022 | $1,304,000 | -6.3% | 33,748 | +0.6% | 1.07% | +3.7% |
| Q4 2021 | $1,392,000 | – | 33,541 | – | 1.03% | – |
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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% |