SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 603 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $443 | -18.0% | 13,206 | -15.9% | 0.06% | -12.9% |
Q2 2023 | $540 | -10.7% | 15,700 | -11.4% | 0.07% | -14.6% |
Q1 2023 | $605 | -99.9% | 17,722 | -23.6% | 0.08% | -28.7% |
Q4 2021 | $963,000 | +2.7% | 23,201 | +5.2% | 0.12% | -14.8% |
Q3 2021 | $938,000 | +1.5% | 22,046 | +8.5% | 0.14% | -1.5% |
Q2 2021 | $924,000 | +52.0% | 20,317 | +46.2% | 0.14% | +25.7% |
Q1 2021 | $608,000 | +37.2% | 13,899 | +32.1% | 0.11% | +12.4% |
Q4 2020 | $443,000 | +42.4% | 10,519 | +23.7% | 0.10% | -3.0% |
Q3 2020 | $311,000 | +21.5% | 8,502 | +11.0% | 0.10% | +3.1% |
Q2 2020 | $256,000 | – | 7,660 | – | 0.10% | – |
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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% |