SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 507 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,860,401 | -2.1% | 55,419 | +0.2% | 1.04% | +0.3% |
| Q2 2023 | $1,900,682 | +0.9% | 55,285 | +0.2% | 1.03% | -1.5% |
| Q1 2023 | $1,883,754 | +0.3% | 55,193 | -3.2% | 1.05% | +1.8% |
| Q4 2022 | $1,878,563 | +5.6% | 56,997 | -0.6% | 1.03% | -1.1% |
| Q3 2022 | $1,779,000 | +1.3% | 57,325 | +13.4% | 1.04% | +6.8% |
| Q2 2022 | $1,757,000 | -5.6% | 50,555 | -1.6% | 0.97% | +4.4% |
| Q1 2022 | $1,862,000 | -10.9% | 51,355 | +2.0% | 0.93% | +7.0% |
| Q4 2021 | $2,089,000 | +1.7% | 50,349 | +4.2% | 0.87% | -15.3% |
| Q3 2021 | $2,054,000 | -3.5% | 48,306 | +3.2% | 1.03% | -5.6% |
| Q2 2021 | $2,129,000 | +3.2% | 46,809 | -0.7% | 1.09% | -2.0% |
| Q1 2021 | $2,063,000 | -15.5% | 47,124 | -18.6% | 1.11% | -14.9% |
| Q4 2020 | $2,440,000 | – | 57,881 | – | 1.31% | – |
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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% |