SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 327 filers reported holding SPDR INDEX SHS FDS in Q2 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. | 1,649,648 | $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% |