SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 472 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $547,616 | +2.4% | 16,045 | -1.1% | 0.07% | 0.0% |
| Q4 2022 | $534,841 | +4.5% | 16,227 | -1.7% | 0.07% | -2.7% |
| Q3 2022 | $512,000 | -11.3% | 16,508 | -0.5% | 0.07% | -1.3% |
| Q2 2022 | $577,000 | -7.1% | 16,596 | +3.2% | 0.08% | +8.7% |
| Q1 2022 | $621,000 | -20.7% | 16,081 | -14.8% | 0.07% | -17.9% |
| Q4 2021 | $783,000 | +24.9% | 18,864 | +27.9% | 0.08% | +12.0% |
| Q3 2021 | $627,000 | -5.6% | 14,749 | +1.1% | 0.08% | -10.7% |
| Q2 2021 | $664,000 | +8.5% | 14,594 | +4.4% | 0.08% | +2.4% |
| Q1 2021 | $612,000 | +3.2% | 13,982 | -0.7% | 0.08% | -3.5% |
| Q4 2020 | $593,000 | +15.6% | 14,074 | +0.3% | 0.08% | +4.9% |
| Q3 2020 | $513,000 | +7.5% | 14,034 | -1.6% | 0.08% | -6.9% |
| Q2 2020 | $477,000 | +9.9% | 14,264 | -6.5% | 0.09% | +4.8% |
| Q1 2020 | $434,000 | -26.7% | 15,253 | -3.2% | 0.08% | -20.2% |
| Q4 2019 | $592,000 | +10.7% | 15,756 | +1.0% | 0.10% | +2.0% |
| Q3 2019 | $535,000 | -8.1% | 15,597 | -4.2% | 0.10% | -7.3% |
| Q2 2019 | $582,000 | +3.9% | 16,275 | +3.9% | 0.11% | -10.6% |
| Q1 2019 | $560,000 | +15.2% | 15,662 | +4.2% | 0.12% | +2.5% |
| Q4 2018 | $486,000 | +27.6% | 15,024 | +37.5% | 0.12% | +31.9% |
| Q3 2018 | $381,000 | +69.3% | 10,930 | +71.8% | 0.09% | +54.2% |
| Q2 2018 | $225,000 | – | 6,361 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNamara Financial Services, Inc. | 1,649,648 | $54,372,405 | 14.42% |
| HighMark Wealth Management LLC | 345,517 | $11,382,567 | 8.58% |
| Brown Financial Advisory | 244,564 | $8,060,829 | 8.32% |
| HERITAGE WEALTH MANAGEMENT, LLC | 1,412,802 | $46,565,952 | 6.65% |
| Sterneck Capital Management, LLC | 300,546 | $9,905,983 | 6.57% |
| Luken Investment Analytics, LLC | 306,583 | $10,104,976 | 6.45% |
| Financial Strategies Group, Inc. | 466,111 | $15,363,017 | 6.38% |
| CAPITAL WEALTH MANAGEMENT, LLC | 279,102 | $9,199,202 | 6.22% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 228,343 | $7,526,259 | 4.94% |
| WALLER FINANCIAL PLANNING GROUP, INC | 465,312 | $15,336,672 | 4.45% |