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 | $1,359,216 | -2.4% | 40,489 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $1,392,012 | +0.7% | 40,489 | 0.0% | 0.05% | -2.1% |
| Q1 2023 | $1,381,890 | +103412.4% | 40,489 | 0.0% | 0.05% | -2.1% |
| Q4 2022 | $1,335 | -99.9% | 40,489 | 0.0% | 0.05% | -2.0% |
| Q3 2022 | $1,257,000 | -10.7% | 40,489 | 0.0% | 0.05% | -3.9% |
| Q2 2022 | $1,408,000 | -10.0% | 40,489 | 0.0% | 0.05% | +4.1% |
| Q1 2022 | $1,564,000 | -6.9% | 40,489 | 0.0% | 0.05% | 0.0% |
| Q4 2021 | $1,680,000 | -2.4% | 40,489 | 0.0% | 0.05% | -31.0% |
| Q3 2021 | $1,722,000 | -6.5% | 40,489 | 0.0% | 0.07% | -6.6% |
| Q2 2021 | $1,842,000 | +3.9% | 40,489 | 0.0% | 0.08% | -1.3% |
| Q1 2021 | $1,773,000 | +3.9% | 40,489 | 0.0% | 0.08% | -1.3% |
| Q4 2020 | $1,707,000 | +15.3% | 40,489 | 0.0% | 0.08% | +2.6% |
| Q3 2020 | $1,480,000 | +9.2% | 40,489 | 0.0% | 0.08% | +7.0% |
| Q2 2020 | $1,355,000 | – | 40,489 | – | 0.07% | – |
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% |