SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 327 filers reported holding SPDR INDEX SHS FDS in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12 | 0.0% | 362 | 0.0% | 0.00% | – |
| Q2 2023 | $12 | 0.0% | 362 | 0.0% | 0.00% | – |
| Q1 2023 | $12 | 0.0% | 362 | 0.0% | 0.00% | – |
| Q4 2022 | $12 | -100.0% | 362 | -89.2% | 0.00% | – |
| Q3 2022 | $104,000 | -11.1% | 3,362 | 0.0% | 0.00% | – |
| Q2 2022 | $117,000 | -10.0% | 3,362 | -0.3% | 0.00% | – |
| Q1 2022 | $130,000 | +712.5% | 3,372 | +749.4% | 0.00% | – |
| Q4 2021 | $16,000 | -23.8% | 397 | -20.9% | 0.00% | – |
| Q3 2021 | $21,000 | -8.7% | 502 | 0.0% | 0.00% | – |
| Q2 2021 | $23,000 | +4.5% | 502 | 0.0% | 0.00% | – |
| Q1 2021 | $22,000 | +10.0% | 502 | +6.4% | 0.00% | – |
| Q4 2020 | $20,000 | -33.3% | 472 | -41.4% | 0.00% | – |
| Q3 2020 | $30,000 | +50.0% | 806 | +38.3% | 0.00% | – |
| Q2 2020 | $20,000 | -16.7% | 583 | -30.0% | 0.00% | – |
| Q1 2020 | $24,000 | -67.1% | 833 | -57.3% | 0.00% | – |
| Q4 2019 | $73,000 | +4.3% | 1,952 | -5.4% | 0.00% | – |
| Q3 2019 | $70,000 | 0.0% | 2,064 | +5.4% | 0.00% | – |
| Q2 2019 | $70,000 | +233.3% | 1,959 | +229.2% | 0.00% | – |
| Q1 2019 | $21,000 | +23.5% | 595 | +11.0% | 0.00% | – |
| Q4 2018 | $17,000 | -15.0% | 536 | -8.8% | 0.00% | – |
| Q3 2018 | $20,000 | -95.2% | 588 | -91.0% | 0.00% | -100.0% |
| Q3 2013 | $414,000 | +5.9% | 6,558 | 0.0% | 0.00% | -25.0% |
| Q2 2013 | $391,000 | – | 6,558 | – | 0.00% | – |
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% |