SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 520 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $738,094 | -8.8% | 21,987 | -6.6% | 0.27% | -9.5% |
Q2 2023 | $809,604 | -0.9% | 23,549 | -1.6% | 0.29% | -5.8% |
Q1 2023 | $817,108 | +4.0% | 23,941 | +0.4% | 0.31% | -7.1% |
Q4 2022 | $785,834 | -7.0% | 23,842 | -12.4% | 0.34% | -9.9% |
Q3 2022 | $845,000 | -8.8% | 27,225 | +2.1% | 0.37% | -7.2% |
Q2 2022 | $927,000 | -18.5% | 26,653 | -9.4% | 0.40% | -27.8% |
Q1 2022 | $1,137,000 | -4.2% | 29,431 | +2.9% | 0.56% | +0.9% |
Q4 2021 | $1,187,000 | -1.8% | 28,604 | +0.6% | 0.55% | -8.0% |
Q3 2021 | $1,209,000 | -4.8% | 28,434 | +1.9% | 0.60% | -10.7% |
Q2 2021 | $1,270,000 | +6.8% | 27,902 | +2.8% | 0.67% | -9.9% |
Q1 2021 | $1,189,000 | -1.2% | 27,152 | -4.9% | 0.75% | -10.1% |
Q4 2020 | $1,203,000 | +14.4% | 28,539 | -0.8% | 0.83% | -4.9% |
Q3 2020 | $1,052,000 | +20.1% | 28,769 | +9.8% | 0.87% | +14.3% |
Q2 2020 | $876,000 | +35.4% | 26,193 | +15.3% | 0.76% | +16.6% |
Q1 2020 | $647,000 | +13.5% | 22,720 | +49.7% | 0.66% | +25.5% |
Q4 2019 | $570,000 | +38.3% | 15,176 | +26.3% | 0.52% | +54.4% |
Q3 2019 | $412,000 | +2.2% | 12,013 | +6.7% | 0.34% | +4.0% |
Q2 2019 | $403,000 | +17.8% | 11,257 | +17.7% | 0.32% | +26.0% |
Q1 2019 | $342,000 | +62.9% | 9,561 | +47.3% | 0.26% | +44.9% |
Q4 2018 | $210,000 | +200.0% | 6,492 | +220.9% | 0.18% | +242.3% |
Q3 2018 | $70,000 | +6.1% | 2,023 | +8.2% | 0.05% | +4.0% |
Q2 2018 | $66,000 | +32.0% | 1,869 | +45.6% | 0.05% | +35.1% |
Q1 2018 | $50,000 | – | 1,284 | – | 0.04% | – |
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% |