SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 527 filers reported holding SPDR INDEX SHS FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $269,000 | -30.3% | 5,907 | -33.0% | 0.02% | -36.7% |
| Q1 2021 | $386,000 | -89.4% | 8,818 | -89.8% | 0.03% | -89.7% |
| Q4 2020 | $3,644,000 | +37.0% | 86,422 | +18.8% | 0.29% | +42.4% |
| Q3 2020 | $2,660,000 | +17.0% | 72,766 | +7.3% | 0.20% | +16.5% |
| Q2 2020 | $2,274,000 | +66.0% | 67,810 | +40.9% | 0.18% | +7.3% |
| Q1 2020 | $1,370,000 | -44.2% | 48,118 | -26.3% | 0.16% | +69.1% |
| Q4 2019 | $2,454,000 | +1079.8% | 65,303 | +1015.1% | 0.10% | +361.9% |
| Q2 2019 | $208,000 | +3.5% | 5,856 | +6.7% | 0.02% | -4.5% |
| Q1 2019 | $201,000 | – | 5,488 | – | 0.02% | – |
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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% |