SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 411 filers reported holding SPDR INDEX SHS FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,211,255 | -2.5% | 65,870 | -0.2% | 0.28% | +2.5% |
| Q2 2023 | $2,268,736 | +21.3% | 65,990 | +20.4% | 0.28% | +14.6% |
| Q1 2023 | $1,870,289 | -27.9% | 54,799 | -30.4% | 0.24% | -33.3% |
| Q4 2022 | $2,595,336 | +16.8% | 78,742 | +10.0% | 0.36% | +5.3% |
| Q3 2022 | $2,222,000 | +3.8% | 71,575 | +16.3% | 0.34% | +10.7% |
| Q2 2022 | $2,140,000 | -6.7% | 61,544 | +3.7% | 0.31% | +6.6% |
| Q1 2022 | $2,293,000 | -5.1% | 59,346 | +1.9% | 0.29% | -0.3% |
| Q4 2021 | $2,417,000 | +4.7% | 58,260 | +7.3% | 0.29% | -4.9% |
| Q3 2021 | $2,309,000 | -4.0% | 54,297 | +2.8% | 0.31% | -5.8% |
| Q2 2021 | $2,404,000 | +6.2% | 52,827 | +2.1% | 0.32% | -0.3% |
| Q1 2021 | $2,264,000 | +32.6% | 51,720 | +27.6% | 0.33% | +25.9% |
| Q4 2020 | $1,708,000 | +41.0% | 40,518 | +22.3% | 0.26% | +20.5% |
| Q3 2020 | $1,211,000 | +0.6% | 33,119 | -8.0% | 0.22% | -10.0% |
| Q2 2020 | $1,204,000 | +22.1% | 35,993 | +3.9% | 0.24% | -13.1% |
| Q1 2020 | $986,000 | +15.1% | 34,645 | +52.0% | 0.28% | +41.0% |
| Q4 2019 | $857,000 | +39.8% | 22,791 | +27.4% | 0.20% | +27.5% |
| Q3 2019 | $613,000 | +33.8% | 17,893 | +40.0% | 0.15% | +36.6% |
| Q2 2019 | $458,000 | -12.6% | 12,783 | -12.7% | 0.11% | -15.8% |
| Q1 2019 | $524,000 | +37.9% | 14,641 | +24.5% | 0.13% | +20.9% |
| Q4 2018 | $380,000 | – | 11,756 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNamara Financial Services, Inc. | 1,621,460 | $62,653,000 | 17.00% |
| HighMark Wealth Management LLC | 325,382 | $12,571,000 | 8.41% |
| Brown Financial Advisory | 256,006 | $9,892,000 | 8.04% |
| Financial Strategies Group, Inc. | 404,349 | $15,624,000 | 6.23% |
| HERITAGE WEALTH MANAGEMENT, LLC | 593,617 | $22,937,000 | 6.20% |
| Sterneck Capital Management, LLC | 235,114 | $9,085,000 | 5.46% |
| KWB Wealth | 780,829 | $32,397,000 | 5.40% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 230,648 | $8,912,000 | 5.07% |
| Better Money Decisions, LLC | 130,116 | $5,028,000 | 4.71% |
| Brooklyn FI, LLC | 132,219 | $5,109,000 | 4.43% |