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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $201,572 | -12.4% | 5,906 | -15.4% | 0.03% | -20.0% |
Q4 2022 | $230,127 | -1.2% | 6,982 | -6.9% | 0.04% | -5.4% |
Q3 2022 | $233,000 | -29.2% | 7,501 | -20.7% | 0.04% | -27.5% |
Q2 2022 | $329,000 | -13.9% | 9,461 | -4.2% | 0.05% | 0.0% |
Q1 2022 | $382,000 | -6.8% | 9,878 | +0.0% | 0.05% | -20.3% |
Q4 2021 | $410,000 | -3.1% | 9,875 | -0.6% | 0.06% | -12.3% |
Q3 2021 | $423,000 | +4.7% | 9,939 | +11.9% | 0.07% | +4.3% |
Q2 2021 | $404,000 | +6.0% | 8,885 | +2.1% | 0.07% | +2.9% |
Q1 2021 | $381,000 | – | 8,704 | – | 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% |