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 | $2,569,967 | -10.0% | 76,555 | -7.9% | 0.28% | -10.1% |
| Q2 2023 | $2,856,375 | +1.7% | 83,082 | +0.9% | 0.32% | -10.7% |
| Q1 2023 | $2,809,017 | +17.6% | 82,303 | +13.6% | 0.35% | -6.8% |
| Q4 2022 | $2,387,934 | +275.5% | 72,449 | +253.5% | 0.38% | +158.5% |
| Q3 2022 | $636,000 | -18.7% | 20,495 | -8.9% | 0.15% | -19.7% |
| Q2 2022 | $782,000 | -16.5% | 22,503 | -7.2% | 0.18% | -14.9% |
| Q1 2022 | $937,000 | +49.9% | 24,240 | +61.0% | 0.22% | +55.8% |
| Q4 2021 | $625,000 | +5.6% | 15,052 | -27.6% | 0.14% | -48.9% |
| Q1 2020 | $592,000 | – | 20,804 | – | 0.27% | – |
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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% |