SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 393 filers reported holding SPDR INDEX SHS FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $102,000 | -8.9% | 2,458 | -6.4% | 0.01% | -20.0% |
| Q3 2021 | $112,000 | -8.9% | 2,625 | -3.0% | 0.01% | 0.0% |
| Q2 2021 | $123,000 | +9.8% | 2,705 | +5.7% | 0.01% | 0.0% |
| Q1 2021 | $112,000 | -4.3% | 2,560 | -7.9% | 0.01% | -9.1% |
| Q4 2020 | $117,000 | +15.8% | 2,781 | +1.1% | 0.01% | 0.0% |
| Q3 2020 | $101,000 | +4.1% | 2,751 | -5.3% | 0.01% | 0.0% |
| Q2 2020 | $97,000 | -3.0% | 2,906 | -17.4% | 0.01% | -21.4% |
| Q1 2020 | $100,000 | -36.3% | 3,520 | -15.8% | 0.01% | -22.2% |
| Q4 2019 | $157,000 | +12.1% | 4,182 | +2.5% | 0.02% | +5.9% |
| Q3 2019 | $140,000 | -34.0% | 4,081 | -31.0% | 0.02% | -37.0% |
| Q2 2019 | $212,000 | +78.2% | 5,915 | +77.0% | 0.03% | +80.0% |
| Q1 2019 | $119,000 | +6.2% | 3,341 | -3.4% | 0.02% | -6.2% |
| Q4 2018 | $112,000 | -0.9% | 3,457 | +6.2% | 0.02% | +6.7% |
| Q3 2018 | $113,000 | -0.9% | 3,256 | +1.2% | 0.02% | -6.2% |
| Q2 2018 | $114,000 | -10.2% | 3,216 | -0.1% | 0.02% | -11.1% |
| Q1 2018 | $127,000 | +24.5% | 3,220 | +20.4% | 0.02% | +28.6% |
| Q4 2017 | $102,000 | – | 2,674 | – | 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% |