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 | $639,710 | -9.0% | 19,056 | -6.8% | 0.01% | -7.1% |
| Q2 2023 | $703,277 | +0.7% | 20,456 | 0.0% | 0.01% | -6.7% |
| Q1 2023 | $698,163 | +6.7% | 20,456 | +3.0% | 0.02% | 0.0% |
| Q4 2022 | $654,454 | +6.6% | 19,856 | +0.4% | 0.02% | +7.1% |
| Q3 2022 | $614,000 | -19.5% | 19,780 | -9.9% | 0.01% | -12.5% |
| Q2 2022 | $763,000 | -20.7% | 21,955 | -11.8% | 0.02% | -5.9% |
| Q1 2022 | $962,000 | +81.2% | 24,903 | +94.7% | 0.02% | +88.9% |
| Q4 2021 | $531,000 | +2.3% | 12,793 | +4.9% | 0.01% | -10.0% |
| Q3 2021 | $519,000 | -4.6% | 12,193 | +2.0% | 0.01% | 0.0% |
| Q2 2021 | $544,000 | +16.7% | 11,950 | +12.2% | 0.01% | +11.1% |
| Q1 2021 | $466,000 | +6.4% | 10,650 | +2.4% | 0.01% | 0.0% |
| Q4 2020 | $438,000 | +15.3% | 10,400 | 0.0% | 0.01% | -10.0% |
| Q3 2020 | $380,000 | +16.2% | 10,400 | +6.5% | 0.01% | +25.0% |
| Q2 2020 | $327,000 | +35.1% | 9,765 | +14.8% | 0.01% | +14.3% |
| Q1 2020 | $242,000 | – | 8,505 | – | 0.01% | – |
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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% |