SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 195 filers reported holding SPDR INDEX SHS FDS in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,802,975 | -7.5% | 53,772 | -5.9% | 0.03% | +81.2% |
| Q2 2023 | $1,950,137 | +6.0% | 57,172 | +6.4% | 0.02% | -50.0% |
| Q1 2023 | $1,838,904 | +3.8% | 53,722 | +1.2% | 0.03% | +6.7% |
| Q4 2022 | $1,771,149 | +7.8% | 53,092 | +0.3% | 0.03% | +3.4% |
| Q3 2022 | $1,643,000 | -8.5% | 52,942 | +2.5% | 0.03% | -6.5% |
| Q2 2022 | $1,796,000 | -14.0% | 51,642 | -4.4% | 0.03% | 0.0% |
| Q1 2022 | $2,088,000 | -7.0% | 54,042 | +0.3% | 0.03% | -16.2% |
| Q4 2021 | $2,244,000 | +8.8% | 53,892 | +11.2% | 0.04% | +8.8% |
| Q3 2021 | $2,062,000 | -49.7% | 48,472 | -46.2% | 0.03% | -34.6% |
| Q2 2021 | $4,100,000 | +115.6% | 90,104 | +107.4% | 0.05% | -1.9% |
| Q1 2021 | $1,902,000 | -0.3% | 43,452 | -3.8% | 0.05% | -29.3% |
| Q4 2020 | $1,907,000 | +10.0% | 45,172 | -4.7% | 0.08% | -12.8% |
| Q3 2020 | $1,733,000 | +5.9% | 47,405 | -3.1% | 0.09% | -12.2% |
| Q2 2020 | $1,637,000 | +15.5% | 48,932 | -1.7% | 0.10% | -7.5% |
| Q1 2020 | $1,417,000 | -27.1% | 49,786 | -3.9% | 0.11% | -24.8% |
| Q4 2019 | $1,943,000 | +5.5% | 51,788 | -2.4% | 0.14% | +6.8% |
| Q3 2019 | $1,842,000 | -1.1% | 53,074 | +1.8% | 0.13% | +6.5% |
| Q2 2019 | $1,863,000 | +8.6% | 52,120 | +7.4% | 0.12% | +29.2% |
| Q1 2019 | $1,716,000 | +7.2% | 48,526 | -2.4% | 0.10% | -3.0% |
| Q4 2018 | $1,600,000 | -30.2% | 49,723 | -24.0% | 0.10% | -11.6% |
| Q3 2018 | $2,291,000 | +8.8% | 65,444 | +7.7% | 0.11% | +19.1% |
| Q2 2018 | $2,106,000 | -2.3% | 60,789 | +10.8% | 0.09% | -14.5% |
| Q1 2018 | $2,156,000 | – | 54,868 | – | 0.11% | – |
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% |