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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,861,683 | +17.4% | 137,297 | +11.3% | 0.17% | -0.6% |
| Q3 2023 | $4,140,235 | -3.1% | 123,331 | -0.8% | 0.17% | -6.6% |
| Q2 2023 | $4,273,585 | -2.5% | 124,304 | -3.2% | 0.18% | -10.8% |
| Q1 2023 | $4,381,748 | +12.7% | 128,384 | +8.9% | 0.20% | +1.0% |
| Q4 2022 | $3,886,447 | +19.8% | 117,914 | +12.8% | 0.20% | +6.3% |
| Q3 2022 | $3,245,000 | +14.4% | 104,527 | +28.1% | 0.19% | +7.4% |
| Q2 2022 | $2,837,000 | -27.1% | 81,593 | -18.9% | 0.18% | -1.1% |
| Q1 2022 | $3,890,000 | +65.1% | 100,661 | +77.3% | 0.18% | +52.1% |
| Q4 2021 | $2,356,000 | -7.9% | 56,775 | -5.7% | 0.12% | -40.6% |
| Q3 2021 | $2,559,000 | -2.7% | 60,175 | +4.1% | 0.20% | -7.9% |
| Q2 2021 | $2,629,000 | +2.0% | 57,782 | -1.8% | 0.21% | -16.4% |
| Q1 2021 | $2,577,000 | -55.9% | 58,860 | -57.5% | 0.26% | -63.4% |
| Q4 2020 | $5,839,000 | +0.7% | 138,492 | -12.7% | 0.70% | -17.5% |
| Q3 2020 | $5,798,000 | +1.3% | 158,579 | -7.3% | 0.85% | -5.4% |
| Q2 2020 | $5,726,000 | +6.6% | 171,119 | -9.3% | 0.90% | -0.9% |
| Q1 2020 | $5,370,000 | -37.2% | 188,701 | -17.1% | 0.90% | -38.2% |
| Q4 2019 | $8,553,000 | +10.7% | 227,529 | +0.9% | 1.46% | +4.6% |
| Q3 2019 | $7,729,000 | +5.1% | 225,453 | +9.7% | 1.40% | +5.9% |
| Q2 2019 | $7,354,000 | +12.6% | 205,490 | +12.5% | 1.32% | +7.1% |
| Q1 2019 | $6,529,000 | +12.5% | 182,586 | +1.8% | 1.23% | +4.6% |
| Q4 2018 | $5,806,000 | +18.2% | 179,409 | +27.2% | 1.18% | +9.6% |
| Q3 2018 | $4,912,000 | – | 141,022 | – | 1.07% | – |
Download | ||||||
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% |