SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 43 filers reported holding SPDR INDEX SHS FDS in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $446,000 | -18.6% | 8,500 | 0.0% | 0.02% | -5.9% |
| Q2 2015 | $548,000 | -4.2% | 8,500 | -4.5% | 0.02% | -5.6% |
| Q1 2015 | $572,000 | +21.4% | 8,900 | +18.7% | 0.02% | +12.5% |
| Q4 2014 | $471,000 | -5.6% | 7,500 | 0.0% | 0.02% | -5.9% |
| Q3 2014 | $499,000 | -1.6% | 7,500 | 0.0% | 0.02% | 0.0% |
| Q2 2014 | $507,000 | +6.7% | 7,500 | 0.0% | 0.02% | +6.2% |
| Q1 2014 | $475,000 | +31.2% | 7,500 | +33.9% | 0.02% | +23.1% |
| Q4 2013 | $362,000 | +2.3% | 5,600 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $354,000 | – | 5,600 | – | 0.01% | – |
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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% |