SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 41 filers reported holding SPDR INDEX SHS FDS in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2016 | $62,000 | -22.5% | 1,085 | -18.0% | 0.00% | -33.3% |
Q3 2016 | $80,000 | -50.0% | 1,323 | -54.2% | 0.00% | -50.0% |
Q2 2016 | $160,000 | +49.5% | 2,887 | +47.3% | 0.01% | +50.0% |
Q1 2016 | $107,000 | +161.0% | 1,960 | +147.2% | 0.00% | +100.0% |
Q4 2015 | $41,000 | +925.0% | 793 | +855.4% | 0.00% | – |
Q3 2015 | $4,000 | -20.0% | 83 | 0.0% | 0.00% | – |
Q2 2015 | $5,000 | -76.2% | 83 | -74.6% | 0.00% | -100.0% |
Q1 2015 | $21,000 | +10.5% | 327 | +7.9% | 0.00% | -50.0% |
Q4 2014 | $19,000 | -5.0% | 303 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $20,000 | 0.0% | 303 | 0.0% | 0.00% | -33.3% |
Q2 2014 | $20,000 | -63.0% | 303 | -64.8% | 0.00% | -25.0% |
Q1 2014 | $54,000 | +92.9% | 860 | +100.0% | 0.00% | 0.0% |
Q4 2013 | $28,000 | +3.7% | 430 | 0.0% | 0.00% | -20.0% |
Q3 2013 | $27,000 | +3.8% | 430 | 0.0% | 0.01% | 0.0% |
Q2 2013 | $26,000 | – | 430 | – | 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% |