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 | $716,793 | +17.7% | 21,352 | +20.5% | 0.23% | +24.5% |
| Q2 2023 | $608,970 | -52.8% | 17,713 | -53.1% | 0.19% | -51.8% |
| Q1 2023 | $1,289,507 | -31.6% | 37,782 | -30.3% | 0.39% | -16.7% |
| Q4 2022 | $1,885,357 | -21.3% | 54,192 | -28.7% | 0.47% | -27.7% |
| Q3 2022 | $2,396,000 | -9.7% | 76,027 | -0.3% | 0.65% | -6.4% |
| Q2 2022 | $2,652,000 | -14.9% | 76,276 | -15.2% | 0.69% | -14.8% |
| Q1 2022 | $3,115,000 | -52.7% | 89,911 | -43.4% | 0.81% | -46.9% |
| Q4 2021 | $6,589,000 | -2.5% | 158,798 | -0.1% | 1.53% | +4.3% |
| Q3 2021 | $6,759,000 | -0.5% | 158,913 | +1.0% | 1.46% | +7.4% |
| Q2 2021 | $6,791,000 | -1.5% | 157,349 | -0.4% | 1.36% | 0.0% |
| Q1 2021 | $6,891,000 | +7.2% | 157,983 | +3.6% | 1.36% | -0.9% |
| Q4 2020 | $6,429,000 | +12.3% | 152,492 | +6.2% | 1.38% | +8.2% |
| Q3 2020 | $5,725,000 | +8.9% | 143,640 | +0.2% | 1.27% | +16.1% |
| Q2 2020 | $5,258,000 | +40.3% | 143,338 | +8.9% | 1.10% | +29.6% |
| Q1 2020 | $3,747,000 | +6.4% | 131,657 | +40.6% | 0.84% | -0.7% |
| Q4 2019 | $3,521,000 | +9.2% | 93,657 | -0.5% | 0.85% | +11.4% |
| Q3 2019 | $3,225,000 | +0.9% | 94,092 | +5.4% | 0.76% | -8.5% |
| Q2 2019 | $3,196,000 | +37.2% | 89,286 | +37.1% | 0.84% | +28.9% |
| Q1 2019 | $2,330,000 | +66.8% | 65,146 | +50.9% | 0.65% | +7.6% |
| Q4 2018 | $1,397,000 | -51.8% | 43,184 | -48.1% | 0.60% | -21.6% |
| Q3 2018 | $2,898,000 | +178.4% | 83,224 | +182.4% | 0.77% | -10.2% |
| Q2 2018 | $1,041,000 | +27.0% | 29,470 | +41.2% | 0.86% | +39.5% |
| Q1 2018 | $820,000 | +79.0% | 20,873 | +73.9% | 0.61% | +59.6% |
| Q4 2017 | $458,000 | – | 12,004 | – | 0.38% | – |
Download | ||||||
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% |