SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 204 filers reported holding SPDR INDEX SHS FDS in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $121,146 | +10.8% | 3,609 | +13.5% | 0.01% | +22.2% |
| Q2 2023 | $109,322 | -32.7% | 3,180 | -33.2% | 0.01% | -40.0% |
| Q1 2023 | $162,477 | +66.5% | 4,761 | +60.8% | 0.02% | +50.0% |
| Q4 2022 | $97,593 | -64.3% | 2,961 | -66.3% | 0.01% | -63.0% |
| Q3 2022 | $273,000 | +184.4% | 8,793 | +217.2% | 0.03% | +200.0% |
| Q2 2022 | $96,000 | -20.0% | 2,772 | -10.6% | 0.01% | +28.6% |
| Q1 2022 | $120,000 | +26.3% | 3,099 | +35.0% | 0.01% | +16.7% |
| Q4 2021 | $95,000 | +17.3% | 2,295 | +20.3% | 0.01% | 0.0% |
| Q3 2021 | $81,000 | +636.4% | 1,907 | +662.8% | 0.01% | +500.0% |
| Q2 2021 | $11,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $11,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $11,000 | +22.2% | 250 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $9,000 | -30.8% | 250 | -35.6% | 0.00% | 0.0% |
| Q2 2020 | $13,000 | -97.5% | 388 | -97.8% | 0.00% | -97.9% |
| Q1 2020 | $511,000 | -79.4% | 17,967 | -72.8% | 0.05% | -77.6% |
| Q4 2019 | $2,480,000 | +85.1% | 65,964 | +68.8% | 0.21% | +70.7% |
| Q3 2019 | $1,340,000 | +86.1% | 39,087 | +94.4% | 0.12% | +53.8% |
| Q2 2019 | $720,000 | +157.1% | 20,111 | +157.1% | 0.08% | +135.3% |
| Q1 2019 | $280,000 | -23.5% | 7,821 | -30.8% | 0.03% | -33.3% |
| Q4 2018 | $366,000 | -49.4% | 11,303 | -45.5% | 0.05% | -44.0% |
| Q3 2018 | $723,000 | +118.4% | 20,756 | +121.4% | 0.09% | +102.2% |
| Q2 2018 | $331,000 | -0.9% | 9,374 | +10.4% | 0.04% | -2.2% |
| Q1 2018 | $334,000 | +595.8% | 8,491 | +569.6% | 0.05% | +557.1% |
| Q4 2017 | $48,000 | – | 1,268 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNamara Financial Services, Inc. | 1,649,648 | $54,372,405 | 14.42% |
| HighMark Wealth Management LLC | 345,517 | $11,382,567 | 8.58% |
| Brown Financial Advisory | 244,564 | $8,060,829 | 8.32% |
| HERITAGE WEALTH MANAGEMENT, LLC | 1,412,802 | $46,565,952 | 6.65% |
| Sterneck Capital Management, LLC | 300,546 | $9,905,983 | 6.57% |
| Luken Investment Analytics, LLC | 306,583 | $10,104,976 | 6.45% |
| Financial Strategies Group, Inc. | 466,111 | $15,363,017 | 6.38% |
| CAPITAL WEALTH MANAGEMENT, LLC | 279,102 | $9,199,202 | 6.22% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 228,343 | $7,526,259 | 4.94% |
| WALLER FINANCIAL PLANNING GROUP, INC | 465,312 | $15,336,672 | 4.45% |