SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 411 filers reported holding SPDR INDEX SHS FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $851,000 | +109.6% | 20,175 | +81.5% | 0.14% | +83.1% |
| Q3 2020 | $406,000 | -31.4% | 11,118 | -37.2% | 0.08% | -34.2% |
| Q2 2020 | $592,000 | -53.5% | 17,694 | -60.4% | 0.12% | -64.3% |
| Q1 2020 | $1,273,000 | -15.1% | 44,719 | +12.1% | 0.33% | +11.2% |
| Q4 2019 | $1,499,000 | +16.2% | 39,883 | +6.0% | 0.30% | +6.5% |
| Q3 2019 | $1,290,000 | -7.5% | 37,638 | -3.4% | 0.28% | -17.3% |
| Q2 2019 | $1,394,000 | +42.7% | 38,960 | +42.5% | 0.34% | +22.3% |
| Q1 2019 | $977,000 | +20.5% | 27,333 | +19.1% | 0.27% | -4.2% |
| Q2 2018 | $811,000 | – | 22,946 | – | 0.29% | – |
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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% |