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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $210,000 | -10.3% | 6,044 | 0.0% | 0.09% | +9.8% |
| Q1 2022 | $234,000 | -6.8% | 6,044 | 0.0% | 0.08% | 0.0% |
| Q4 2021 | $251,000 | -1.6% | 6,044 | +0.9% | 0.08% | -6.8% |
| Q3 2021 | $255,000 | -4.9% | 5,992 | +1.7% | 0.09% | -1.1% |
| Q2 2021 | $268,000 | +3.9% | 5,892 | 0.0% | 0.09% | -6.3% |
| Q1 2021 | $258,000 | +4.0% | 5,892 | 0.0% | 0.10% | -3.1% |
| Q4 2020 | $248,000 | +3.8% | 5,892 | -9.9% | 0.10% | -13.3% |
| Q3 2020 | $239,000 | -12.5% | 6,537 | -19.7% | 0.11% | -16.3% |
| Q2 2020 | $273,000 | +6.2% | 8,145 | -9.7% | 0.14% | -17.7% |
| Q1 2020 | $257,000 | -19.7% | 9,020 | +6.0% | 0.16% | +7.2% |
| Q4 2019 | $320,000 | +18.5% | 8,513 | +8.2% | 0.15% | +14.2% |
| Q3 2019 | $270,000 | -4.3% | 7,868 | 0.0% | 0.13% | -13.0% |
| Q2 2019 | $282,000 | – | 7,868 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNamara Financial Services, Inc. | 1,559,029 | $64,684,000 | 16.89% |
| Brown Financial Advisory | 250,141 | $10,378,000 | 9.10% |
| HighMark Wealth Management LLC | 312,033 | $12,944,000 | 8.20% |
| Financial Strategies Group, Inc. | 381,645 | $15,834,000 | 6.46% |
| KWB Wealth | 783,847 | $32,522,000 | 5.40% |
| Sterneck Capital Management, LLC | 216,238 | $8,972,000 | 5.31% |
| Global Strategic Investment Solutions, LLC | 621,655 | $25,792,000 | 4.12% |
| CAPITAL WEALTH MANAGEMENT, LLC | 141,408 | $5,867,000 | 4.11% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 173,599 | $7,203,000 | 4.04% |
| Better Money Decisions, LLC | 114,531 | $4,752,000 | 4.00% |