SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 520 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,811,075 | +9.4% | 679,508 | +12.1% | 0.14% | -0.7% |
| Q2 2023 | $20,848,395 | +17.5% | 606,411 | +16.6% | 0.14% | +10.7% |
| Q1 2023 | $17,745,400 | +50.7% | 519,936 | +45.5% | 0.13% | +37.9% |
| Q4 2022 | $11,776,560 | +102.8% | 357,299 | +91.0% | 0.10% | +31.9% |
| Q3 2022 | $5,808,000 | -1.3% | 187,105 | +10.6% | 0.07% | -4.0% |
| Q2 2022 | $5,882,000 | -11.1% | 169,151 | -1.2% | 0.08% | -6.2% |
| Q1 2022 | $6,616,000 | +27.8% | 171,225 | +37.2% | 0.08% | +27.0% |
| Q4 2021 | $5,177,000 | +576.7% | 124,785 | +593.8% | 0.06% | +530.0% |
| Q3 2021 | $765,000 | -3.8% | 17,985 | +2.9% | 0.01% | -9.1% |
| Q2 2021 | $795,000 | +12.3% | 17,474 | +8.0% | 0.01% | -26.7% |
| Q1 2021 | $708,000 | +74.4% | 16,173 | +68.0% | 0.02% | +66.7% |
| Q4 2020 | $406,000 | +144.6% | 9,625 | +94.2% | 0.01% | +125.0% |
| Q2 2020 | $166,000 | -21.0% | 4,956 | -10.7% | 0.00% | -33.3% |
| Q4 2019 | $210,000 | -15.3% | 5,552 | +45.2% | 0.01% | -68.4% |
| Q4 2013 | $248,000 | +3.3% | 3,825 | +0.5% | 0.02% | -9.5% |
| Q3 2013 | $240,000 | +6.7% | 3,805 | +1.5% | 0.02% | -4.5% |
| Q2 2013 | $225,000 | – | 3,749 | – | 0.02% | – |
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% |