SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 390 filers reported holding SPDR INDEX SHS FDS in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,244,288 | -3.1% | 305,162 | -0.8% | 0.15% | -3.3% |
Q2 2023 | $10,572,159 | +29.2% | 307,509 | +28.3% | 0.15% | +16.0% |
Q1 2023 | $8,182,121 | +289.0% | 239,734 | +275.7% | 0.13% | +254.1% |
Q4 2022 | $2,103,441 | -2.9% | 63,818 | -8.5% | 0.04% | -11.9% |
Q3 2022 | $2,166,000 | -9.4% | 69,770 | +1.4% | 0.04% | -8.7% |
Q2 2022 | $2,391,000 | +98.9% | 68,775 | +121.0% | 0.05% | +130.0% |
Q1 2022 | $1,202,000 | -27.6% | 31,118 | -22.3% | 0.02% | -23.1% |
Q4 2021 | $1,661,000 | +31.6% | 40,029 | +34.9% | 0.03% | +18.2% |
Q3 2021 | $1,262,000 | -1.1% | 29,681 | +5.8% | 0.02% | 0.0% |
Q2 2021 | $1,276,000 | +151.2% | 28,043 | +141.7% | 0.02% | +100.0% |
Q1 2021 | $508,000 | +28.6% | 11,602 | +7.3% | 0.01% | +10.0% |
Q3 2020 | $395,000 | +10.0% | 10,808 | +0.7% | 0.01% | 0.0% |
Q2 2020 | $359,000 | +20.9% | 10,728 | +2.9% | 0.01% | -9.1% |
Q1 2020 | $297,000 | -29.6% | 10,427 | -7.2% | 0.01% | -8.3% |
Q4 2019 | $422,000 | – | 11,230 | – | 0.01% | – |
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% |