SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 411 filers reported holding SPDR INDEX SHS FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,646,575 | +18.5% | 49,049 | +21.3% | 0.11% | +20.4% |
| Q2 2023 | $1,389,743 | +36.2% | 40,423 | +35.2% | 0.09% | +25.7% |
| Q1 2023 | $1,020,453 | +2.6% | 29,899 | -0.9% | 0.07% | -3.9% |
| Q4 2022 | $994,370 | +8.0% | 30,169 | +1.7% | 0.08% | +1.3% |
| Q3 2022 | $921,000 | -2.3% | 29,667 | +9.4% | 0.08% | -3.8% |
| Q2 2022 | $943,000 | -36.8% | 27,107 | -29.7% | 0.08% | -33.1% |
| Q1 2022 | $1,491,000 | +77.9% | 38,583 | +108.4% | 0.12% | +57.3% |
| Q4 2021 | $838,000 | +20.2% | 18,515 | +13.0% | 0.08% | +27.1% |
| Q3 2021 | $697,000 | -16.8% | 16,388 | -11.5% | 0.06% | -20.3% |
| Q2 2021 | $838,000 | -53.0% | 18,515 | -54.4% | 0.07% | -59.6% |
| Q1 2021 | $1,783,000 | +158.4% | 40,585 | +148.0% | 0.18% | +123.2% |
| Q4 2020 | $690,000 | +11.5% | 16,368 | -2.2% | 0.08% | -3.5% |
| Q3 2020 | $619,000 | +5.5% | 16,730 | -4.6% | 0.08% | +1.2% |
| Q2 2020 | $587,000 | +20.5% | 17,542 | +2.5% | 0.08% | -34.4% |
| Q1 2020 | $487,000 | -8.5% | 17,119 | +21.0% | 0.13% | -5.2% |
| Q4 2019 | $532,000 | +77.3% | 14,148 | +61.8% | 0.14% | +64.6% |
| Q3 2019 | $300,000 | – | 8,746 | – | 0.08% | – |
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% |