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 | ||||
|---|---|---|---|---|---|---|
| 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. | 1,559,029 | $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% |