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 | $385,074 | +8.8% | 11,471 | +11.5% | 0.03% | +12.0% |
| Q2 2023 | $353,840 | +19.7% | 10,292 | +18.8% | 0.02% | +19.0% |
| Q1 2023 | $295,553 | +3.0% | 8,660 | +5.0% | 0.02% | -8.7% |
| Q2 2022 | $287,000 | -22.4% | 8,249 | -13.9% | 0.02% | -8.0% |
| Q1 2022 | $370,000 | +22.1% | 9,581 | +31.1% | 0.02% | +25.0% |
| Q4 2021 | $303,000 | -19.2% | 7,306 | -11.3% | 0.02% | -33.3% |
| Q2 2021 | $375,000 | -5.5% | 8,241 | -9.2% | 0.03% | -21.1% |
| Q1 2021 | $397,000 | -11.8% | 9,076 | -15.0% | 0.04% | -19.1% |
| Q4 2020 | $450,000 | +36.8% | 10,679 | +18.7% | 0.05% | +88.0% |
| Q3 2020 | $329,000 | -13.4% | 8,997 | -20.9% | 0.02% | -56.1% |
| Q2 2020 | $380,000 | +84.5% | 11,370 | +107.5% | 0.06% | +119.2% |
| Q4 2019 | $206,000 | – | 5,479 | – | 0.03% | – |
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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% |