SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 310 filers reported holding SPDR INDEX SHS FDS in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,205,222 | -17.3% | 65,690 | -15.3% | 0.09% | -14.9% |
Q2 2023 | $2,665,713 | +4.8% | 77,537 | +4.0% | 0.10% | -2.9% |
Q1 2023 | $2,544,792 | +86.8% | 74,562 | +80.4% | 0.10% | +70.5% |
Q4 2022 | $1,362,129 | +50.7% | 41,327 | +41.8% | 0.06% | +29.8% |
Q3 2022 | $904,000 | -1.5% | 29,137 | +10.4% | 0.05% | -23.0% |
Q2 2022 | $918,000 | -55.2% | 26,400 | -50.2% | 0.06% | -47.0% |
Q1 2022 | $2,047,000 | +30.3% | 52,986 | +40.0% | 0.12% | +38.6% |
Q4 2021 | $1,571,000 | +1.2% | 37,859 | +3.8% | 0.08% | -9.8% |
Q3 2021 | $1,552,000 | +61.5% | 36,487 | +72.7% | 0.09% | +61.4% |
Q2 2021 | $961,000 | -69.2% | 21,122 | -70.3% | 0.06% | -73.2% |
Q1 2021 | $3,118,000 | +11.3% | 71,219 | +7.2% | 0.21% | +2.4% |
Q4 2020 | $2,801,000 | +10.4% | 66,444 | -4.2% | 0.21% | -5.5% |
Q3 2020 | $2,537,000 | +10.3% | 69,382 | +0.9% | 0.22% | -2.7% |
Q2 2020 | $2,300,000 | +31.4% | 68,749 | +11.8% | 0.23% | -4.6% |
Q1 2020 | $1,750,000 | -39.4% | 61,497 | -20.0% | 0.24% | -22.8% |
Q4 2019 | $2,889,000 | +86.9% | 76,863 | +70.4% | 0.31% | +50.5% |
Q3 2019 | $1,546,000 | +14.4% | 45,098 | +19.4% | 0.20% | +15.9% |
Q2 2019 | $1,351,000 | +347.4% | 37,757 | +347.6% | 0.18% | +291.1% |
Q1 2019 | $302,000 | -61.1% | 8,435 | -62.1% | 0.04% | -61.9% |
Q3 2018 | $776,000 | +10.7% | 22,281 | +12.3% | 0.12% | -26.2% |
Q2 2018 | $701,000 | +2.5% | 19,838 | +13.9% | 0.16% | -7.5% |
Q1 2018 | $684,000 | – | 17,416 | – | 0.17% | – |
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% |