SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 603 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,426,999 | +3.8% | 191,450 | +6.3% | 0.09% | +7.1% |
| Q2 2023 | $6,191,139 | +29.5% | 180,079 | +28.5% | 0.08% | +18.3% |
| Q1 2023 | $4,782,648 | +38.1% | 140,131 | +33.4% | 0.07% | +29.1% |
| Q4 2022 | $3,461,964 | +17.6% | 105,036 | +10.7% | 0.06% | +7.8% |
| Q3 2022 | $2,944,850 | -8.5% | 94,874 | +2.5% | 0.05% | -15.0% |
| Q2 2022 | $3,218,000 | +0.3% | 92,531 | +11.4% | 0.06% | +13.2% |
| Q1 2022 | $3,208,000 | – | 83,040 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNamara Financial Services, Inc. | 1,649,648 | $54,372,405 | 14.42% |
| HighMark Wealth Management LLC | 345,517 | $11,382,567 | 8.58% |
| Brown Financial Advisory | 244,564 | $8,060,829 | 8.32% |
| HERITAGE WEALTH MANAGEMENT, LLC | 1,412,802 | $46,565,952 | 6.65% |
| Sterneck Capital Management, LLC | 300,546 | $9,905,983 | 6.57% |
| Luken Investment Analytics, LLC | 306,583 | $10,104,976 | 6.45% |
| Financial Strategies Group, Inc. | 466,111 | $15,363,017 | 6.38% |
| CAPITAL WEALTH MANAGEMENT, LLC | 279,102 | $9,199,202 | 6.22% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 228,343 | $7,526,259 | 4.94% |
| WALLER FINANCIAL PLANNING GROUP, INC | 465,312 | $15,336,672 | 4.45% |