SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 599 filers reported holding SPDR INDEX SHS FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $528,049 | -5.4% | 15,786 | -2.8% | 0.42% | -5.8% |
| Q2 2023 | $558,166 | -8.7% | 16,235 | -9.4% | 0.45% | -15.5% |
| Q1 2023 | $611,471 | -1.9% | 17,916 | -5.2% | 0.53% | +15.5% |
| Q4 2022 | $623,158 | +0.8% | 18,906 | -3.6% | 0.46% | -9.5% |
| Q3 2022 | $618,000 | -11.7% | 19,610 | -3.2% | 0.50% | -2.1% |
| Q2 2022 | $700,000 | -17.2% | 20,259 | -5.6% | 0.52% | +10.0% |
| Q1 2022 | $845,000 | +1.2% | 21,468 | 0.0% | 0.47% | -11.2% |
| Q4 2021 | $835,000 | – | 21,468 | – | 0.53% | – |
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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% |