SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 204 filers reported holding SPDR INDEX SHS FDS in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $318,000 | +55.1% | 7,665 | +59.3% | 0.02% | +31.2% |
| Q3 2021 | $205,000 | -26.8% | 4,812 | -22.0% | 0.02% | -27.3% |
| Q2 2021 | $280,000 | +9.8% | 6,167 | +6.2% | 0.02% | -4.3% |
| Q1 2021 | $255,000 | +34.2% | 5,805 | +28.7% | 0.02% | +27.8% |
| Q4 2020 | $190,000 | 0.0% | 4,512 | -13.4% | 0.02% | -10.0% |
| Q3 2020 | $190,000 | +71.2% | 5,209 | +32.6% | 0.02% | +42.9% |
| Q1 2020 | $111,000 | -56.8% | 3,927 | -42.6% | 0.01% | -48.1% |
| Q4 2019 | $257,000 | +13.2% | 6,836 | +3.2% | 0.03% | +8.0% |
| Q3 2019 | $227,000 | -29.5% | 6,626 | -26.2% | 0.02% | -26.5% |
| Q2 2019 | $322,000 | -2.4% | 8,974 | -2.9% | 0.03% | -59.5% |
| Q1 2019 | $330,000 | +57.1% | 9,244 | +42.2% | 0.08% | +90.9% |
| Q4 2018 | $210,000 | +9.4% | 6,500 | +18.2% | 0.04% | -50.6% |
| Q3 2018 | $192,000 | -11.9% | 5,500 | -0.8% | 0.09% | +93.5% |
| Q1 2018 | $218,000 | – | 5,544 | – | 0.05% | – |
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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% |