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 | $20,914,763 | -2.3% | 623,019 | +0.1% | 3.29% | +1.7% |
| Q2 2023 | $21,403,788 | +3.0% | 622,565 | +2.2% | 3.24% | +0.5% |
| Q1 2023 | $20,781,951 | -1.3% | 608,906 | -4.7% | 3.22% | +0.3% |
| Q4 2022 | $21,059,425 | +6.1% | 638,939 | -0.1% | 3.22% | -2.5% |
| Q3 2022 | $19,848,000 | -9.6% | 639,423 | +1.3% | 3.30% | -4.6% |
| Q2 2022 | $21,953,000 | -9.1% | 631,392 | +1.0% | 3.46% | +3.2% |
| Q1 2022 | $24,159,000 | +5.6% | 625,237 | +13.4% | 3.35% | -2.8% |
| Q4 2021 | $22,884,000 | +0.9% | 551,560 | +3.5% | 3.44% | -3.8% |
| Q3 2021 | $22,672,000 | -2.8% | 533,080 | +3.9% | 3.58% | -1.9% |
| Q2 2021 | $23,336,000 | +7.2% | 512,872 | +3.2% | 3.65% | -3.5% |
| Q1 2021 | $21,760,000 | +4.9% | 497,029 | +1.0% | 3.78% | -0.5% |
| Q4 2020 | $20,747,000 | +19.6% | 492,090 | +3.7% | 3.80% | +13.2% |
| Q3 2020 | $17,346,000 | +13.2% | 474,446 | +3.6% | 3.36% | +3.2% |
| Q2 2020 | $15,323,000 | +21.5% | 457,951 | +3.3% | 3.26% | +6.7% |
| Q1 2020 | $12,612,000 | +155.0% | 443,140 | +236.8% | 3.05% | +208.1% |
| Q4 2019 | $4,946,000 | +16.2% | 131,587 | +6.0% | 0.99% | +20.9% |
| Q3 2019 | $4,255,000 | +9.6% | 124,123 | +14.4% | 0.82% | +9.8% |
| Q2 2019 | $3,882,000 | +3.7% | 108,468 | +3.6% | 0.75% | +1.9% |
| Q1 2019 | $3,745,000 | +24.1% | 104,731 | +12.3% | 0.73% | +12.8% |
| Q4 2018 | $3,018,000 | -13.1% | 93,272 | -6.4% | 0.65% | 0.0% |
| Q3 2018 | $3,471,000 | +16.8% | 99,661 | +18.5% | 0.65% | +10.8% |
| Q2 2018 | $2,973,000 | -3.9% | 84,131 | +6.8% | 0.59% | -3.0% |
| Q1 2018 | $3,095,000 | – | 78,757 | – | 0.60% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNamara Financial Services, Inc. | 1,559,029 | $64,684,000 | 16.89% |
| Brown Financial Advisory | 250,141 | $10,378,000 | 9.10% |
| HighMark Wealth Management LLC | 312,033 | $12,944,000 | 8.20% |
| Financial Strategies Group, Inc. | 381,645 | $15,834,000 | 6.46% |
| KWB Wealth | 783,847 | $32,522,000 | 5.40% |
| Sterneck Capital Management, LLC | 216,238 | $8,972,000 | 5.31% |
| Global Strategic Investment Solutions, LLC | 621,655 | $25,792,000 | 4.12% |
| CAPITAL WEALTH MANAGEMENT, LLC | 141,408 | $5,867,000 | 4.11% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 173,599 | $7,203,000 | 4.04% |
| Better Money Decisions, LLC | 114,531 | $4,752,000 | 4.00% |