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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,061,152 | -2.6% | 31,610 | -0.3% | 0.10% | +2.0% |
Q2 2023 | $1,089,713 | +0.9% | 31,696 | +0.2% | 0.10% | -3.9% |
Q1 2023 | $1,079,613 | +0.7% | 31,632 | -2.7% | 0.10% | -2.9% |
Q4 2022 | $1,071,707 | -2.2% | 32,515 | -7.9% | 0.10% | -12.5% |
Q3 2022 | $1,096,000 | -11.5% | 35,310 | -0.9% | 0.12% | -8.4% |
Q2 2022 | $1,239,000 | -10.0% | 35,644 | 0.0% | 0.13% | +0.8% |
Q1 2022 | $1,377,000 | -5.0% | 35,644 | +2.1% | 0.13% | -5.1% |
Q4 2021 | $1,449,000 | +2.6% | 34,917 | +5.2% | 0.14% | -5.5% |
Q3 2021 | $1,412,000 | -8.8% | 33,191 | -2.5% | 0.14% | -37.2% |
Q2 2021 | $1,548,000 | +3.3% | 34,030 | -0.5% | 0.23% | -24.5% |
Q1 2021 | $1,498,000 | +4.4% | 34,214 | +0.5% | 0.31% | +1.7% |
Q4 2020 | $1,435,000 | +15.7% | 34,037 | +0.4% | 0.30% | +2.0% |
Q3 2020 | $1,240,000 | +7.7% | 33,914 | -1.4% | 0.30% | -1.0% |
Q2 2020 | $1,151,000 | +28.9% | 34,407 | +9.7% | 0.30% | +11.2% |
Q1 2020 | $893,000 | +311.5% | 31,376 | +443.4% | 0.27% | +405.7% |
Q4 2019 | $217,000 | +14.2% | 5,774 | +4.4% | 0.05% | +10.4% |
Q3 2019 | $190,000 | -1.6% | 5,530 | +2.5% | 0.05% | -2.0% |
Q2 2019 | $193,000 | -0.5% | 5,396 | -0.6% | 0.05% | -3.9% |
Q1 2019 | $194,000 | -61.4% | 5,430 | -65.0% | 0.05% | -61.9% |
Q4 2018 | $502,000 | +188.5% | 15,528 | +210.4% | 0.13% | +197.8% |
Q3 2018 | $174,000 | +20.0% | 5,003 | +22.2% | 0.04% | +18.4% |
Q2 2018 | $145,000 | +6.6% | 4,095 | +18.0% | 0.04% | +5.6% |
Q1 2018 | $136,000 | +183.3% | 3,471 | +175.9% | 0.04% | +200.0% |
Q4 2017 | $48,000 | – | 1,258 | – | 0.01% | – |
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% |