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 | $1,016,168 | +9.0% | 30,270 | +11.6% | 0.00% | 0.0% |
| Q2 2023 | $932,286 | +4.6% | 27,117 | +1.3% | 0.00% | 0.0% |
| Q1 2023 | $891,573 | +16.8% | 26,782 | +15.6% | 0.00% | +100.0% |
| Q4 2022 | $763,620 | -0.7% | 23,168 | -6.4% | 0.00% | 0.0% |
| Q3 2022 | $769,000 | -11.8% | 24,753 | -1.3% | 0.00% | -50.0% |
| Q2 2022 | $872,000 | -26.5% | 25,091 | -18.3% | 0.00% | 0.0% |
| Q1 2022 | $1,186,000 | +26.6% | 30,696 | +36.0% | 0.00% | +100.0% |
| Q4 2021 | $937,000 | +9.8% | 22,575 | +12.6% | 0.00% | 0.0% |
| Q3 2021 | $853,000 | -11.1% | 20,051 | -4.9% | 0.00% | -50.0% |
| Q2 2021 | $959,000 | +2.7% | 21,087 | -1.2% | 0.00% | 0.0% |
| Q1 2021 | $934,000 | -18.9% | 21,345 | -21.8% | 0.00% | 0.0% |
| Q4 2020 | $1,151,000 | +12.4% | 27,309 | -2.6% | 0.00% | 0.0% |
| Q3 2020 | $1,024,000 | +1.2% | 28,027 | -7.4% | 0.00% | 0.0% |
| Q2 2020 | $1,012,000 | +5.5% | 30,253 | -10.2% | 0.00% | -33.3% |
| Q1 2020 | $959,000 | -31.6% | 33,677 | -9.8% | 0.00% | 0.0% |
| Q4 2019 | $1,403,000 | – | 37,331 | – | 0.00% | – |
Download | ||||||
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% |