SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 337 filers reported holding SPDR INDEX SHS FDS in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $448,000 | +36.6% | 11,948 | +25.0% | 0.31% | +23.0% |
| Q3 2019 | $328,000 | -37.2% | 9,560 | -34.5% | 0.25% | -17.6% |
| Q2 2019 | $522,000 | +41.5% | 14,602 | +41.2% | 0.31% | +28.0% |
| Q1 2019 | $369,000 | +25.1% | 10,338 | +13.7% | 0.24% | -4.4% |
| Q4 2018 | $295,000 | -5.4% | 9,091 | +0.3% | 0.25% | -18.0% |
| Q3 2018 | $312,000 | – | 9,064 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNamara Financial Services, Inc. | 1,669,508 | $56,980,318 | 14.19% |
| Luken Investment Analytics, LLC | 668,276 | $22,808,260 | 13.40% |
| Brown Financial Advisory | 238,968 | $8,155,978 | 7.85% |
| CAPITAL WEALTH MANAGEMENT, LLC | 373,586 | $12,750,490 | 7.32% |
| Sterneck Capital Management, LLC | 301,544 | $10,291,683 | 6.48% |
| Financial Strategies Group, Inc. | 476,544 | $16,264,450 | 6.26% |
| Horizon Investments, LLC | 5,351,298 | $182,639,801 | 5.41% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 245,600 | $8,382,349 | 5.21% |
| WALLER FINANCIAL PLANNING GROUP, INC | 466,954 | $15,937,124 | 4.52% |
| Better Money Decisions, LLC | 155,510 | $5,307,568 | 4.48% |