SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 390 filers reported holding SPDR INDEX SHS FDS in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,616,095 | -1.0% | 48,141 | +1.4% | 0.02% | 0.0% |
Q2 2023 | $1,632,227 | +3.4% | 47,476 | -0.9% | 0.02% | -20.7% |
Q1 2023 | $1,578,399 | 0.0% | 47,888 | 0.0% | 0.03% | 0.0% |
Q4 2022 | $1,578,399 | -3.1% | 47,888 | -8.7% | 0.03% | -12.1% |
Q3 2022 | $1,629,000 | +3.5% | 52,468 | +15.9% | 0.03% | +6.5% |
Q2 2022 | $1,574,000 | -24.0% | 45,260 | -15.5% | 0.03% | -24.4% |
Q1 2022 | $2,070,000 | +6.0% | 53,581 | +13.8% | 0.04% | +7.9% |
Q4 2021 | $1,953,000 | -8.8% | 47,065 | -6.5% | 0.04% | -13.6% |
Q3 2021 | $2,141,000 | +157.3% | 50,336 | +175.4% | 0.04% | +120.0% |
Q2 2021 | $832,000 | -1.2% | 18,279 | -4.9% | 0.02% | -52.4% |
Q1 2021 | $842,000 | +1.0% | 19,224 | -2.8% | 0.04% | -4.5% |
Q4 2020 | $834,000 | +211.2% | 19,783 | +169.5% | 0.04% | +109.5% |
Q3 2020 | $268,000 | -52.9% | 7,341 | -56.8% | 0.02% | -61.1% |
Q2 2020 | $569,000 | -40.3% | 17,008 | -49.2% | 0.05% | -41.3% |
Q1 2020 | $953,000 | – | 33,496 | – | 0.09% | – |
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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% |