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 | $7,784,857 | +1.3% | 231,899 | +3.8% | 0.36% | +4.1% |
Q2 2023 | $7,683,942 | -4.2% | 223,500 | -4.9% | 0.34% | -0.3% |
Q1 2023 | $8,022,438 | +26.7% | 235,055 | +22.3% | 0.34% | +13.9% |
Q4 2022 | $6,333,322 | +21.4% | 192,152 | +14.3% | 0.30% | +1.7% |
Q3 2022 | $5,219,000 | +21.3% | 168,151 | +35.9% | 0.30% | +14.6% |
Q2 2022 | $4,304,000 | +62.1% | 123,771 | +80.1% | 0.26% | +61.5% |
Q1 2022 | $2,655,000 | +5.5% | 68,719 | +13.3% | 0.16% | +6.6% |
Q4 2021 | $2,517,000 | +1.7% | 60,662 | +4.3% | 0.15% | -6.8% |
Q3 2021 | $2,475,000 | +3.7% | 58,187 | +10.9% | 0.16% | +1.2% |
Q2 2021 | $2,387,000 | +23.0% | 52,468 | +18.4% | 0.16% | +13.5% |
Q1 2021 | $1,940,000 | +19.8% | 44,315 | +15.4% | 0.14% | -2.1% |
Q4 2020 | $1,620,000 | +47.8% | 38,417 | +28.2% | 0.14% | +20.0% |
Q3 2020 | $1,096,000 | +74.5% | 29,965 | +59.7% | 0.12% | +53.8% |
Q2 2020 | $628,000 | +34.5% | 18,765 | +14.4% | 0.08% | +14.7% |
Q1 2020 | $467,000 | +9240.0% | 16,406 | +24026.5% | 0.07% | +3300.0% |
Q2 2017 | $5,000 | – | 68 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
McNamara Financial Services, Inc. | 1,621,460 | $62,653,000 | 17.00% |
HighMark Wealth Management LLC | 325,382 | $12,571,000 | 8.41% |
Brown Financial Advisory | 256,006 | $9,892,000 | 8.04% |
Financial Strategies Group, Inc. | 404,349 | $15,624,000 | 6.23% |
HERITAGE WEALTH MANAGEMENT, LLC | 593,617 | $22,937,000 | 6.20% |
Sterneck Capital Management, LLC | 235,114 | $9,085,000 | 5.46% |
KWB Wealth | 780,829 | $32,397,000 | 5.40% |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 230,648 | $8,912,000 | 5.07% |
Better Money Decisions, LLC | 130,116 | $5,028,000 | 4.71% |
Brooklyn FI, LLC | 132,219 | $5,109,000 | 4.43% |