SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 472 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,620,845 | -6.6% | 167,437 | -4.4% | 1.09% | -2.4% |
| Q2 2023 | $6,020,610 | +3.5% | 175,120 | +2.8% | 1.12% | -7.3% |
| Q1 2023 | $5,816,453 | +7.1% | 170,421 | +3.4% | 1.21% | +0.6% |
| Q4 2022 | $5,431,859 | +12.5% | 164,802 | +6.0% | 1.20% | +6.5% |
| Q3 2022 | $4,827,000 | -10.1% | 155,500 | +0.7% | 1.13% | -6.1% |
| Q2 2022 | $5,371,000 | -8.0% | 154,463 | +2.2% | 1.20% | +5.5% |
| Q1 2022 | $5,840,000 | -8.5% | 151,132 | -1.7% | 1.14% | -2.5% |
| Q4 2021 | $6,382,000 | +6.1% | 153,818 | +8.8% | 1.17% | +2.5% |
| Q3 2021 | $6,015,000 | -6.0% | 141,440 | +0.6% | 1.14% | -7.9% |
| Q2 2021 | $6,396,000 | +8.3% | 140,561 | +4.2% | 1.24% | -2.1% |
| Q1 2021 | $5,906,000 | +5.7% | 134,902 | +1.8% | 1.26% | +0.7% |
| Q4 2020 | $5,587,000 | +19.2% | 132,531 | +3.4% | 1.26% | +9.0% |
| Q3 2020 | $4,686,000 | -5.4% | 128,170 | -13.4% | 1.15% | -11.1% |
| Q2 2020 | $4,953,000 | +36.3% | 148,032 | +15.9% | 1.30% | +18.7% |
| Q1 2020 | $3,634,000 | +65.7% | 127,687 | +118.9% | 1.09% | +94.8% |
| Q4 2019 | $2,193,000 | +14.7% | 58,323 | +4.6% | 0.56% | +5.7% |
| Q3 2019 | $1,912,000 | +5.9% | 55,777 | +10.5% | 0.53% | +3.7% |
| Q2 2019 | $1,806,000 | +6.3% | 50,467 | +6.2% | 0.51% | +4.3% |
| Q1 2019 | $1,699,000 | +14.0% | 47,519 | +3.1% | 0.49% | +2.3% |
| Q4 2018 | $1,491,000 | +0.3% | 46,082 | +8.0% | 0.48% | +9.1% |
| Q3 2018 | $1,486,000 | -0.1% | 42,668 | +1.4% | 0.44% | -6.4% |
| Q2 2018 | $1,487,000 | – | 42,084 | – | 0.47% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNamara Financial Services, Inc. | 1,559,029 | $64,684,000 | 16.89% |
| Brown Financial Advisory | 250,141 | $10,378,000 | 9.10% |
| HighMark Wealth Management LLC | 312,033 | $12,944,000 | 8.20% |
| Financial Strategies Group, Inc. | 381,645 | $15,834,000 | 6.46% |
| KWB Wealth | 783,847 | $32,522,000 | 5.40% |
| Sterneck Capital Management, LLC | 216,238 | $8,972,000 | 5.31% |
| Global Strategic Investment Solutions, LLC | 621,655 | $25,792,000 | 4.12% |
| CAPITAL WEALTH MANAGEMENT, LLC | 141,408 | $5,867,000 | 4.11% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 173,599 | $7,203,000 | 4.04% |
| Better Money Decisions, LLC | 114,531 | $4,752,000 | 4.00% |