SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 390 filers reported holding SPDR INDEX SHS FDS in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $413 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q2 2023 | $413 | +10.1% | 12 | +9.1% | 0.00% | – |
| Q1 2023 | $375 | -100.0% | 11 | -99.9% | 0.00% | -100.0% |
| Q4 2022 | $6,875,709 | +687470.9% | 17,979 | +59830.0% | 1.59% | – |
| Q3 2022 | $1,000 | 0.0% | 30 | -6.2% | 0.00% | – |
| Q2 2022 | $1,000 | -97.5% | 32 | -96.9% | 0.00% | -100.0% |
| Q1 2022 | $40,000 | +900.0% | 1,028 | +959.8% | 0.01% | +700.0% |
| Q4 2021 | $4,000 | 0.0% | 97 | +14.1% | 0.00% | 0.0% |
| Q3 2021 | $4,000 | +100.0% | 85 | +84.8% | 0.00% | – |
| Q2 2021 | $2,000 | +100.0% | 46 | +91.7% | 0.00% | – |
| Q1 2021 | $1,000 | – | 24 | +500.0% | 0.00% | – |
| Q4 2020 | $0 | -100.0% | 4 | -87.5% | 0.00% | – |
| Q2 2020 | $1,000 | -83.3% | 32 | -86.1% | 0.00% | -100.0% |
| Q1 2020 | $6,000 | -33.3% | 230 | -4.2% | 0.00% | -62.5% |
| Q4 2019 | $9,000 | – | 240 | – | 0.01% | – |
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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% |