SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 409 filers reported holding SPDR INDEX SHS FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,623,538 | +0.7% | 167,517 | +3.1% | 1.58% | -6.0% |
| Q2 2023 | $5,586,949 | +3.8% | 162,506 | +3.1% | 1.68% | +0.8% |
| Q1 2023 | $5,382,096 | +1.5% | 157,694 | -1.9% | 1.67% | -3.6% |
| Q4 2022 | $5,300,330 | +1.6% | 160,811 | -4.4% | 1.73% | -6.3% |
| Q3 2022 | $5,219,000 | -9.1% | 168,142 | +1.8% | 1.85% | -6.3% |
| Q2 2022 | $5,741,000 | -9.0% | 165,116 | +1.1% | 1.97% | +6.9% |
| Q1 2022 | $6,308,000 | -5.6% | 163,245 | +2.8% | 1.84% | +4.8% |
| Q4 2021 | $6,679,000 | +8.4% | 158,755 | +9.5% | 1.76% | -6.2% |
| Q3 2021 | $6,164,000 | -1.7% | 144,936 | +5.1% | 1.88% | -3.9% |
| Q2 2021 | $6,273,000 | +10.5% | 137,869 | +6.3% | 1.95% | +3.7% |
| Q1 2021 | $5,677,000 | -5.4% | 129,675 | +1.0% | 1.88% | -6.0% |
| Q4 2020 | $6,001,000 | -64.5% | 128,344 | -72.3% | 2.00% | -43.2% |
| Q3 2020 | $16,918,000 | +8.5% | 462,748 | -0.7% | 3.53% | +4.1% |
| Q2 2020 | $15,594,000 | +19.6% | 466,034 | +1.7% | 3.39% | +2.2% |
| Q1 2020 | $13,038,000 | – | 458,094 | – | 3.31% | – |
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% |