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 | $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. | 1,559,029 | $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% |