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 | $2,397,471 | +6.8% | 71,417 | +9.3% | 3.34% | +173.4% |
| Q2 2023 | $2,245,772 | +20.4% | 65,322 | +19.6% | 1.22% | +2.5% |
| Q1 2023 | $1,864,829 | +95.2% | 54,639 | +88.5% | 1.19% | -47.8% |
| Q4 2022 | $955,151 | -32.8% | 28,979 | -36.7% | 2.28% | +53.2% |
| Q3 2022 | $1,422,000 | +3.5% | 45,798 | +15.6% | 1.49% | +63.1% |
| Q2 2022 | $1,374,000 | -1.5% | 39,624 | +9.7% | 0.91% | -14.0% |
| Q1 2022 | $1,395,000 | +6.7% | 36,109 | +14.6% | 1.06% | +88.3% |
| Q4 2021 | $1,307,000 | +20.9% | 31,511 | +24.3% | 0.56% | +18.2% |
| Q3 2021 | $1,081,000 | +1.8% | 25,360 | +9.2% | 0.48% | +13.8% |
| Q2 2021 | $1,062,000 | +26.1% | 23,233 | +20.8% | 0.42% | +12.3% |
| Q1 2021 | $842,000 | +11.8% | 19,238 | +7.8% | 0.37% | -5.6% |
| Q4 2020 | $753,000 | +31.0% | 17,853 | +13.5% | 0.40% | -53.0% |
| Q3 2020 | $575,000 | +20.8% | 15,724 | +10.5% | 0.84% | +171.0% |
| Q2 2020 | $476,000 | +33.0% | 14,232 | +13.1% | 0.31% | -22.7% |
| Q1 2020 | $358,000 | -11.8% | 12,579 | +16.6% | 0.40% | +87.4% |
| Q4 2019 | $406,000 | – | 10,790 | – | 0.21% | – |
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% |