SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 472 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,979,236 | +98151.8% | 267,478 | +0.6% | 1.17% | +2.6% |
| Q2 2023 | $9,139 | -31.9% | 265,819 | -32.4% | 1.14% | -38.1% |
| Q1 2023 | $13,422 | +5.7% | 393,257 | +2.1% | 1.84% | +0.2% |
| Q4 2022 | $12,697 | -99.9% | 385,239 | -1.2% | 1.83% | -3.8% |
| Q1 2022 | $15,065,000 | -7.2% | 389,876 | -0.3% | 1.90% | +2.2% |
| Q4 2021 | $16,226,000 | -2.5% | 391,090 | -0.0% | 1.86% | -11.2% |
| Q3 2021 | $16,638,000 | -6.2% | 391,207 | +0.4% | 2.10% | -6.1% |
| Q2 2021 | $17,730,000 | +4.2% | 389,681 | +0.3% | 2.24% | -5.7% |
| Q1 2021 | $17,017,000 | +5.8% | 388,694 | +1.9% | 2.37% | +0.3% |
| Q4 2020 | $16,080,000 | +88.6% | 381,412 | +68.2% | 2.36% | +69.5% |
| Q4 2019 | $8,525,000 | +22.0% | 226,787 | +11.2% | 1.40% | +3.7% |
| Q3 2019 | $6,990,000 | -3.6% | 203,923 | +0.7% | 1.34% | -3.9% |
| Q2 2019 | $7,251,000 | +11.7% | 202,605 | +11.6% | 1.40% | +0.6% |
| Q1 2019 | $6,491,000 | +13.0% | 181,521 | +2.3% | 1.39% | +2.5% |
| Q4 2018 | $5,742,000 | – | 177,430 | – | 1.36% | – |
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% |