SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 310 filers reported holding SPDR INDEX SHS FDS in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $11,832,000 | +7.6% | 260,043 | +3.5% | 2.53% | +1.2% |
| Q1 2021 | $10,995,000 | -2.6% | 251,144 | -6.2% | 2.50% | +0.8% |
| Q4 2020 | $11,283,000 | -42.0% | 267,640 | -49.7% | 2.48% | -42.0% |
| Q3 2020 | $19,470,000 | -4.2% | 532,551 | -6.2% | 4.28% | +29.6% |
| Q2 2019 | $20,327,000 | +1.2% | 567,962 | +1.1% | 3.30% | -0.6% |
| Q1 2019 | $20,095,000 | +11.8% | 561,957 | +10.5% | 3.32% | +9.1% |
| Q2 2018 | $17,969,000 | +2.1% | 508,465 | +13.6% | 3.04% | -4.1% |
| Q1 2018 | $17,591,000 | +1.3% | 447,596 | -1.7% | 3.18% | +1.7% |
| Q4 2017 | $17,363,000 | – | 455,136 | – | 3.12% | – |
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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% |