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 | $46,358,791 | -3.1% | 1,380,959 | -0.1% | 11.57% | +0.8% |
| Q2 2023 | $47,823,214 | -16.1% | 1,382,973 | -17.2% | 11.48% | -19.1% |
| Q1 2023 | $56,980,318 | +4.8% | 1,669,508 | +1.2% | 14.19% | -1.6% |
| Q4 2022 | $54,372,405 | +7.4% | 1,649,648 | +1.1% | 14.42% | -1.0% |
| Q3 2022 | $50,637,000 | -13.3% | 1,631,353 | -2.9% | 14.56% | -12.1% |
| Q2 2022 | $58,435,000 | -6.7% | 1,680,614 | +3.6% | 16.56% | -2.6% |
| Q1 2022 | $62,653,000 | -3.1% | 1,621,460 | +4.0% | 17.00% | +0.7% |
| Q4 2021 | $64,684,000 | +0.1% | 1,559,029 | +2.7% | 16.89% | -4.6% |
| Q3 2021 | $64,589,000 | -3.2% | 1,518,660 | +3.5% | 17.70% | -3.9% |
| Q2 2021 | $66,750,000 | +9.0% | 1,467,025 | +1.0% | 18.42% | -1.4% |
| Q1 2021 | $61,241,000 | +14.0% | 1,452,592 | -1.2% | 18.68% | +2.6% |
| Q4 2020 | $53,739,000 | +0.0% | 1,469,897 | +0.0% | 18.20% | +0.1% |
| Q3 2020 | $53,733,000 | +9.5% | 1,469,729 | +0.3% | 18.18% | +3.7% |
| Q2 2020 | $49,053,000 | +47.4% | 1,466,006 | +25.4% | 17.53% | +28.4% |
| Q1 2020 | $33,272,000 | -15.1% | 1,169,069 | +12.2% | 13.66% | -6.1% |
| Q4 2019 | $39,171,000 | +10.3% | 1,042,053 | +5.1% | 14.54% | +0.9% |
| Q3 2019 | $35,501,000 | +2.1% | 991,929 | +2.0% | 14.40% | -0.9% |
| Q2 2019 | $34,782,000 | +13.4% | 972,643 | +2.6% | 14.53% | +2.0% |
| Q1 2019 | $30,678,000 | -2.1% | 948,031 | +5.3% | 14.25% | +7.7% |
| Q4 2018 | $31,347,000 | -0.1% | 899,992 | -0.1% | 13.23% | +0.2% |
| Q3 2018 | $31,364,000 | +2.4% | 900,484 | +3.9% | 13.21% | -2.0% |
| Q2 2018 | $30,641,000 | -8.5% | 867,047 | +1.7% | 13.48% | -11.7% |
| Q1 2018 | $33,505,000 | +3.8% | 852,548 | +0.8% | 15.28% | +2.6% |
| Q4 2017 | $32,282,000 | – | 846,186 | – | 14.88% | – |
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% |