SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 393 filers reported holding SPDR INDEX SHS FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $240,606 | -1.8% | 7,167 | +0.5% | 0.05% | -2.0% |
| Q2 2023 | $245,128 | +3.6% | 7,130 | +2.8% | 0.05% | -3.8% |
| Q1 2023 | $236,632 | -81.3% | 6,933 | -81.9% | 0.05% | -83.0% |
| Q4 2022 | $1,263,033 | +7.0% | 38,320 | +0.8% | 0.31% | -11.0% |
| Q3 2022 | $1,180,000 | -49.9% | 38,004 | -43.9% | 0.34% | -51.1% |
| Q2 2022 | $2,357,000 | -7.3% | 67,801 | +3.0% | 0.70% | +2.5% |
| Q1 2022 | $2,543,000 | -6.5% | 65,822 | +0.4% | 0.69% | +4.6% |
| Q4 2021 | $2,719,000 | +31.7% | 65,529 | +34.9% | 0.66% | +11.6% |
| Q3 2021 | $2,065,000 | -8.5% | 48,558 | -2.2% | 0.59% | -9.8% |
| Q2 2021 | $2,258,000 | -8.6% | 49,627 | -12.1% | 0.65% | -22.6% |
| Q1 2021 | $2,471,000 | +2.9% | 56,440 | -1.0% | 0.84% | -7.0% |
| Q4 2020 | $2,402,000 | +49.1% | 56,984 | +29.3% | 0.90% | +28.4% |
| Q3 2020 | $1,611,000 | +40.8% | 44,066 | +28.9% | 0.70% | +26.1% |
| Q2 2020 | $1,144,000 | -41.9% | 34,192 | -50.6% | 0.56% | -49.6% |
| Q1 2020 | $1,968,000 | +33.7% | 69,156 | +76.6% | 1.11% | +49.3% |
| Q4 2019 | $1,472,000 | +23.5% | 39,151 | +12.6% | 0.74% | +3.8% |
| Q3 2019 | $1,192,000 | -34.9% | 34,781 | -32.0% | 0.72% | -35.4% |
| Q2 2019 | $1,831,000 | -15.0% | 51,149 | -15.1% | 1.11% | -18.8% |
| Q1 2019 | $2,154,000 | +94.8% | 60,234 | +114.1% | 1.37% | +114.4% |
| Q1 2018 | $1,106,000 | – | 28,135 | – | 0.64% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNamara Financial Services, Inc. | 1,649,648 | $54,372,405 | 14.42% |
| HighMark Wealth Management LLC | 345,517 | $11,382,567 | 8.58% |
| Brown Financial Advisory | 244,564 | $8,060,829 | 8.32% |
| HERITAGE WEALTH MANAGEMENT, LLC | 1,412,802 | $46,565,952 | 6.65% |
| Sterneck Capital Management, LLC | 300,546 | $9,905,983 | 6.57% |
| Luken Investment Analytics, LLC | 306,583 | $10,104,976 | 6.45% |
| Financial Strategies Group, Inc. | 466,111 | $15,363,017 | 6.38% |
| CAPITAL WEALTH MANAGEMENT, LLC | 279,102 | $9,199,202 | 6.22% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 228,343 | $7,526,259 | 4.94% |
| WALLER FINANCIAL PLANNING GROUP, INC | 465,312 | $15,336,672 | 4.45% |