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 | $288,353 | -3.9% | 8,590 | -1.6% | 0.15% | -0.7% |
| Q2 2023 | $300,193 | -0.3% | 8,732 | -1.0% | 0.15% | -3.9% |
| Q1 2023 | $301,153 | +2.2% | 8,824 | -1.3% | 0.15% | +7.7% |
| Q4 2022 | $294,686 | +7.2% | 8,941 | +0.9% | 0.14% | -20.6% |
| Q3 2022 | $275,000 | -16.9% | 8,862 | -7.0% | 0.18% | -18.9% |
| Q2 2022 | $331,000 | -9.3% | 9,528 | +0.8% | 0.22% | -4.7% |
| Q1 2022 | $365,000 | -9.0% | 9,453 | -2.2% | 0.23% | -9.3% |
| Q4 2021 | $401,000 | -2.4% | 9,661 | -0.1% | 0.26% | -14.3% |
| Q3 2021 | $411,000 | -7.2% | 9,674 | -0.6% | 0.30% | -9.9% |
| Q2 2021 | $443,000 | +3.3% | 9,732 | -0.6% | 0.33% | -6.2% |
| Q1 2021 | $429,000 | -9.5% | 9,791 | -12.9% | 0.36% | -20.9% |
| Q4 2020 | $474,000 | – | 11,236 | – | 0.45% | – |
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% |