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 | $95,776 | -18.6% | 2,853 | -16.6% | 0.00% | 0.0% |
| Q2 2023 | $117,648 | +6.1% | 3,422 | +5.3% | 0.00% | 0.0% |
| Q1 2023 | $110,889 | -22.6% | 3,249 | -25.3% | 0.00% | 0.0% |
| Q4 2022 | $143,343 | +117.2% | 4,349 | +105.9% | 0.00% | 0.0% |
| Q3 2022 | $66,000 | -22.4% | 2,112 | -13.0% | 0.00% | 0.0% |
| Q2 2022 | $85,000 | -23.4% | 2,428 | -15.5% | 0.00% | 0.0% |
| Q1 2022 | $111,000 | -44.5% | 2,875 | -40.2% | 0.00% | -50.0% |
| Q4 2021 | $200,000 | 0.0% | 4,810 | +2.3% | 0.00% | 0.0% |
| Q3 2021 | $200,000 | -6.5% | 4,704 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $214,000 | +7033.3% | 4,704 | +3755.7% | 0.00% | – |
| Q1 2020 | $3,000 | – | 122 | – | 0.00% | – |
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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% |