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 | $282,659 | -36.8% | 8,420 | -33.4% | 0.00% | – |
Q2 2018 | $447,000 | -4.1% | 12,640 | +6.5% | 0.00% | – |
Q1 2018 | $466,000 | +92.6% | 11,864 | +87.1% | 0.00% | – |
Q4 2017 | $242,000 | -2.0% | 6,340 | +86.3% | 0.00% | – |
Q3 2017 | $247,000 | +8.8% | 3,403 | 0.0% | 0.00% | – |
Q2 2017 | $227,000 | +4.1% | 3,403 | 0.0% | 0.00% | – |
Q1 2017 | $218,000 | -0.5% | 3,403 | -13.6% | 0.00% | – |
Q2 2016 | $219,000 | +6.8% | 3,939 | +0.8% | 0.00% | – |
Q3 2015 | $205,000 | -17.0% | 3,908 | +1.8% | 0.00% | – |
Q2 2015 | $247,000 | +0.4% | 3,838 | 0.0% | 0.00% | – |
Q1 2015 | $246,000 | -6.1% | 3,838 | -7.9% | 0.00% | – |
Q4 2014 | $262,000 | -14.4% | 4,165 | -9.4% | 0.00% | – |
Q3 2014 | $306,000 | -8.7% | 4,599 | -7.1% | 0.00% | – |
Q2 2014 | $335,000 | +6.7% | 4,949 | 0.0% | 0.00% | – |
Q1 2014 | $314,000 | -10.8% | 4,949 | -9.0% | 0.00% | – |
Q4 2013 | $352,000 | +3.2% | 5,436 | +0.6% | 0.00% | – |
Q3 2013 | $341,000 | +8.9% | 5,401 | +2.9% | 0.00% | – |
Q2 2013 | $313,000 | – | 5,251 | – | 0.00% | – |
Download |
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% |