FORBES J M & CO LLP - SPDR INDEX SHS FDS ownership

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
FORBES J M & CO LLP ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
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$5,742,000177,4301.36%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,621,460$62,653,00017.00%
HighMark Wealth Management LLC 325,382$12,571,0008.41%
Brown Financial Advisory 256,006$9,892,0008.04%
Financial Strategies Group, Inc. 404,349$15,624,0006.23%
HERITAGE WEALTH MANAGEMENT, LLC 593,617$22,937,0006.20%
Sterneck Capital Management, LLC 235,114$9,085,0005.46%
KWB Wealth 780,829$32,397,0005.40%
HARVEST GROUP WEALTH MANAGEMENT, LLC 230,648$8,912,0005.07%
Better Money Decisions, LLC 130,116$5,028,0004.71%
Brooklyn FI, LLC 132,219$5,109,0004.43%
View complete list of SPDR INDEX SHS FDS shareholders