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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,438 | +0.7% | 100 | 0.0% | 0.00% | – |
| Q1 2023 | $3,413 | -99.6% | 100 | -99.6% | 0.00% | -100.0% |
| Q4 2022 | $800,333 | +46.6% | 24,282 | +37.9% | 0.02% | +36.4% |
| Q3 2022 | $546,000 | +120.2% | 17,607 | +146.5% | 0.01% | +120.0% |
| Q2 2022 | $248,000 | -54.9% | 7,143 | -49.9% | 0.01% | -44.4% |
| Q1 2022 | $550,000 | -5.0% | 14,247 | +2.2% | 0.01% | 0.0% |
| Q4 2021 | $579,000 | +1.2% | 13,943 | +3.5% | 0.01% | -10.0% |
| Q3 2021 | $572,000 | -17.9% | 13,469 | -15.4% | 0.01% | -23.1% |
| Q1 2021 | $697,000 | -24.1% | 15,925 | -26.9% | 0.01% | -27.8% |
| Q4 2020 | $918,000 | +27.7% | 21,782 | +10.8% | 0.02% | +12.5% |
| Q3 2020 | $719,000 | +12.5% | 19,667 | +2.9% | 0.02% | +6.7% |
| Q2 2020 | $639,000 | +40.4% | 19,107 | +19.4% | 0.02% | +15.4% |
| Q1 2020 | $455,000 | -22.1% | 16,000 | +3.0% | 0.01% | 0.0% |
| Q4 2019 | $584,000 | +12.1% | 15,527 | +2.2% | 0.01% | 0.0% |
| Q3 2019 | $521,000 | -10.3% | 15,199 | -6.4% | 0.01% | -7.1% |
| Q2 2019 | $581,000 | -3.3% | 16,233 | -3.5% | 0.01% | 0.0% |
| Q1 2019 | $601,000 | +28.7% | 16,816 | +16.7% | 0.01% | +7.7% |
| Q4 2018 | $467,000 | -7.7% | 14,413 | -0.8% | 0.01% | 0.0% |
| Q3 2018 | $506,000 | -1.9% | 14,533 | -0.6% | 0.01% | -7.1% |
| Q2 2018 | $516,000 | +9.3% | 14,625 | +21.8% | 0.01% | +7.7% |
| Q1 2018 | $472,000 | – | 12,012 | – | 0.01% | – |
Download | ||||||
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% |