SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 520 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,709,727 | +5.5% | 140,412 | +8.1% | 0.84% | +6.1% |
Q2 2023 | $4,465,629 | +7.8% | 129,890 | +7.0% | 0.79% | -1.6% |
Q1 2023 | $4,143,314 | +11.2% | 121,398 | +7.4% | 0.81% | +1.9% |
Q4 2022 | $3,727,152 | +11.2% | 113,082 | +4.7% | 0.79% | -1.1% |
Q3 2022 | $3,353,000 | +4.5% | 108,033 | +17.1% | 0.80% | +4.7% |
Q2 2022 | $3,209,000 | +3.9% | 92,241 | +15.4% | 0.76% | +23.4% |
Q1 2022 | $3,089,000 | +14.0% | 79,966 | +22.5% | 0.62% | +14.2% |
Q4 2021 | $2,710,000 | +10.9% | 65,298 | +13.6% | 0.54% | -28.3% |
Q3 2021 | $2,444,000 | +1.9% | 57,467 | +9.0% | 0.76% | +6.9% |
Q2 2021 | $2,399,000 | +34.9% | 52,724 | +29.8% | 0.71% | +8.9% |
Q1 2021 | $1,778,000 | +11.9% | 40,616 | +7.8% | 0.65% | +4.0% |
Q4 2020 | $1,589,000 | +42.8% | 37,682 | +23.7% | 0.62% | +7.0% |
Q3 2020 | $1,113,000 | +56.3% | 30,454 | +43.0% | 0.58% | +17.5% |
Q2 2020 | $712,000 | +39.1% | 21,290 | +18.4% | 0.50% | -2.0% |
Q1 2020 | $512,000 | -8.7% | 17,989 | +20.6% | 0.51% | +7.4% |
Q4 2019 | $561,000 | – | 14,912 | – | 0.47% | – |
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% |