SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 285 filers reported holding SPDR INDEX SHS FDS in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,362,170 | +14.2% | 189,520 | +16.9% | 3.29% | +12.7% |
| Q2 2023 | $5,571,743 | +121.6% | 162,064 | +119.9% | 2.92% | +112.4% |
| Q1 2023 | $2,514,852 | +7.4% | 73,685 | +3.7% | 1.37% | -3.3% |
| Q4 2022 | $2,342,220 | -0.9% | 71,063 | -6.6% | 1.42% | -2.1% |
| Q3 2022 | $2,363,000 | -9.3% | 76,115 | +1.5% | 1.45% | -16.9% |
| Q2 2022 | $2,606,000 | -9.0% | 74,958 | +1.1% | 1.75% | +0.8% |
| Q1 2022 | $2,864,000 | -4.0% | 74,119 | +3.1% | 1.73% | -5.2% |
| Q4 2021 | $2,984,000 | -43.1% | 71,924 | -41.7% | 1.83% | -47.2% |
| Q3 2021 | $5,246,000 | +7.5% | 123,343 | +14.9% | 3.46% | +1.1% |
| Q2 2021 | $4,882,000 | -3.7% | 107,305 | -7.3% | 3.43% | -3.1% |
| Q1 2021 | $5,070,000 | -2.7% | 115,797 | -6.3% | 3.54% | -8.6% |
| Q4 2020 | $5,209,000 | +36.4% | 123,554 | +18.2% | 3.87% | +18.6% |
| Q3 2020 | $3,820,000 | -2.0% | 104,499 | -10.3% | 3.26% | -6.7% |
| Q2 2020 | $3,899,000 | +11.9% | 116,538 | -4.8% | 3.50% | +1.2% |
| Q1 2020 | $3,484,000 | -32.9% | 122,420 | -11.4% | 3.46% | -19.3% |
| Q4 2019 | $5,195,000 | +17.3% | 138,202 | +7.0% | 4.28% | +7.4% |
| Q3 2019 | $4,429,000 | +35.2% | 129,199 | +43.0% | 3.99% | +32.9% |
| Q2 2019 | $3,276,000 | -21.8% | 90,352 | -21.7% | 3.00% | -25.9% |
| Q1 2019 | $4,188,000 | +52.0% | 115,463 | +35.6% | 4.05% | +35.3% |
| Q4 2018 | $2,756,000 | – | 85,154 | – | 2.99% | – |
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% |