SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 213 filers reported holding SPDR INDEX SHS FDS in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $217,798 | -48.9% | 6,335 | -49.3% | 0.01% | -47.8% |
Q1 2023 | $426,048 | -19.3% | 12,483 | -22.1% | 0.02% | -23.3% |
Q4 2022 | $528,229 | -0.1% | 16,026 | -6.0% | 0.03% | -16.7% |
Q3 2022 | $529,000 | -14.4% | 17,057 | -4.0% | 0.04% | -20.0% |
Q2 2022 | $618,000 | -12.5% | 17,768 | -2.8% | 0.04% | -13.5% |
Q1 2022 | $706,000 | -12.9% | 18,279 | -6.5% | 0.05% | -7.1% |
Q4 2021 | $811,000 | -8.9% | 19,557 | -6.5% | 0.06% | -23.3% |
Q3 2021 | $890,000 | -15.2% | 20,914 | -9.5% | 0.07% | -14.1% |
Q2 2021 | $1,050,000 | -16.9% | 23,112 | -19.9% | 0.08% | -30.3% |
Q1 2021 | $1,264,000 | -6.6% | 28,860 | -10.1% | 0.12% | -8.3% |
Q4 2020 | $1,354,000 | +6.5% | 32,117 | -7.6% | 0.13% | -17.9% |
Q3 2020 | $1,271,000 | +5.7% | 34,774 | -3.3% | 0.16% | -3.6% |
Q2 2020 | $1,203,000 | +18.9% | 35,944 | +1.1% | 0.17% | +17.5% |
Q1 2020 | $1,012,000 | -30.6% | 35,549 | -8.3% | 0.14% | -19.2% |
Q4 2019 | $1,458,000 | +11.3% | 38,767 | +1.4% | 0.18% | +0.6% |
Q3 2019 | $1,310,000 | +2.0% | 38,222 | +6.5% | 0.18% | -2.8% |
Q2 2019 | $1,284,000 | +11.5% | 35,880 | +11.4% | 0.18% | +4.6% |
Q1 2019 | $1,152,000 | -73.7% | 32,218 | -76.2% | 0.17% | -74.9% |
Q4 2018 | $4,373,000 | +53.3% | 135,145 | +65.0% | 0.69% | +56.2% |
Q3 2018 | $2,853,000 | +109.2% | 81,906 | +112.2% | 0.44% | +90.1% |
Q2 2018 | $1,364,000 | +50.1% | 38,593 | +66.9% | 0.23% | +40.6% |
Q1 2018 | $909,000 | – | 23,125 | – | 0.16% | – |
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% |