SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 409 filers reported holding SPDR INDEX SHS FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,061,054 | -5.3% | 61,396 | -3.0% | 0.07% | -4.2% |
Q2 2023 | $2,176,966 | -19.9% | 63,321 | -20.5% | 0.07% | -21.7% |
Q1 2023 | $2,718,605 | -40.3% | 79,654 | -42.3% | 0.09% | -42.1% |
Q4 2022 | $4,553,233 | -51.4% | 138,144 | -54.2% | 0.16% | -55.2% |
Q3 2022 | $9,363,000 | -24.8% | 301,649 | -15.8% | 0.36% | -22.1% |
Q2 2022 | $12,449,000 | +11.5% | 358,050 | +24.0% | 0.46% | +20.3% |
Q1 2022 | $11,161,000 | -11.9% | 288,849 | -5.4% | 0.38% | -15.0% |
Q4 2021 | $12,669,000 | -16.6% | 305,362 | -14.5% | 0.45% | -25.2% |
Q3 2021 | $15,189,000 | -35.8% | 357,142 | -31.3% | 0.60% | -36.6% |
Q2 2021 | $23,650,000 | +25.0% | 519,770 | +20.2% | 0.94% | +15.6% |
Q1 2021 | $18,926,000 | +42.2% | 432,304 | +36.9% | 0.81% | +34.8% |
Q4 2020 | $13,314,000 | +13.9% | 315,807 | -1.2% | 0.60% | +2.6% |
Q3 2020 | $11,687,000 | +8.4% | 319,662 | -0.8% | 0.59% | -2.2% |
Q2 2020 | $10,784,000 | +7.3% | 322,296 | -8.7% | 0.60% | -11.0% |
Q1 2020 | $10,047,000 | +617.6% | 353,016 | +848.0% | 0.68% | +754.4% |
Q4 2019 | $1,400,000 | – | 37,237 | – | 0.08% | – |
Download |
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% |