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 | $956,783 | -56.2% | 28,501 | -55.1% | 0.04% | -9.3% |
| Q2 2023 | $2,184,328 | +40.4% | 63,534 | +39.4% | 0.04% | -51.1% |
| Q1 2023 | $1,555,674 | +23.0% | 45,581 | +18.8% | 0.09% | +125.6% |
| Q4 2022 | $1,265,066 | +6.0% | 38,382 | -0.2% | 0.04% | -62.1% |
| Q3 2022 | $1,194,000 | -11.5% | 38,472 | -0.8% | 0.10% | -8.8% |
| Q2 2022 | $1,349,000 | -50.7% | 38,793 | -45.3% | 0.11% | -41.5% |
| Q1 2022 | $2,738,000 | +10.2% | 70,855 | +18.4% | 0.19% | +8.4% |
| Q4 2021 | $2,484,000 | -4.2% | 59,861 | -1.8% | 0.18% | -20.9% |
| Q3 2021 | $2,594,000 | -21.8% | 60,983 | -16.4% | 0.22% | -23.7% |
| Q2 2021 | $3,318,000 | +39.8% | 72,933 | +34.5% | 0.30% | +21.9% |
| Q1 2021 | $2,374,000 | +99.7% | 54,218 | +92.2% | 0.24% | +75.4% |
| Q4 2020 | $1,189,000 | +96.2% | 28,207 | +70.2% | 0.14% | +62.4% |
| Q3 2020 | $606,000 | +65.1% | 16,577 | +51.3% | 0.08% | +46.6% |
| Q2 2020 | $367,000 | +79.9% | 10,954 | +58.7% | 0.06% | +52.6% |
| Q1 2020 | $204,000 | -17.1% | 6,902 | +5.5% | 0.04% | -24.0% |
| Q4 2019 | $246,000 | +9.3% | 6,543 | +2.0% | 0.05% | -5.7% |
| Q3 2019 | $225,000 | -81.2% | 6,417 | -83.3% | 0.05% | -48.5% |
| Q3 2011 | $1,194,000 | – | 38,472 | – | 0.10% | – |
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% |