SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 599 filers reported holding SPDR INDEX SHS FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,030,521 | +17.0% | 149,852 | +19.8% | 0.25% | +18.3% |
| Q2 2023 | $4,299,305 | +273.7% | 125,053 | +271.0% | 0.21% | +238.1% |
| Q1 2023 | $1,150,452 | +5.8% | 33,708 | +2.2% | 0.06% | -4.5% |
| Q4 2022 | $1,086,953 | +1.6% | 32,978 | +7.2% | 0.07% | -8.3% |
| Q3 2022 | $1,070,000 | 0.0% | 30,774 | 0.0% | 0.07% | 0.0% |
| Q2 2022 | $1,070,000 | -34.0% | 30,774 | -21.3% | 0.07% | -25.8% |
| Q4 2021 | $1,622,000 | -19.3% | 39,096 | -17.3% | 0.10% | +51.6% |
| Q3 2021 | $2,009,000 | -13.5% | 47,248 | -7.4% | 0.06% | -13.5% |
| Q2 2021 | $2,323,000 | +13.4% | 51,045 | +9.1% | 0.07% | 0.0% |
| Q1 2021 | $2,049,000 | – | 46,795 | – | 0.07% | – |
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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% |