SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 507 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $238,000 | -15.3% | 6,836 | -6.2% | 0.05% | -7.3% |
| Q1 2022 | $281,000 | -59.0% | 7,284 | -55.9% | 0.06% | -57.7% |
| Q4 2021 | $686,000 | -10.9% | 16,533 | -8.7% | 0.13% | -42.5% |
| Q3 2021 | $770,000 | -11.6% | 18,106 | -5.4% | 0.23% | -20.4% |
| Q2 2021 | $871,000 | +11.7% | 19,142 | +7.5% | 0.28% | -8.7% |
| Q1 2021 | $780,000 | +20.0% | 17,812 | +15.6% | 0.31% | +13.9% |
| Q4 2020 | $650,000 | +30.8% | 15,412 | +13.5% | 0.27% | +8.8% |
| Q3 2020 | $497,000 | -9.0% | 13,581 | -16.7% | 0.25% | -11.0% |
| Q2 2020 | $546,000 | -64.0% | 16,310 | -59.6% | 0.28% | -64.3% |
| Q1 2020 | $1,518,000 | 0.0% | 40,376 | 0.0% | 0.79% | +0.1% |
| Q4 2019 | $1,518,000 | +35.7% | 40,376 | +22.9% | 0.79% | +13066.7% |
| Q3 2019 | $1,119,000 | +14.1% | 32,840 | +19.7% | 0.01% | -98.7% |
| Q2 2019 | $981,000 | +3.8% | 27,429 | +5.3% | 0.47% | +9.2% |
| Q1 2019 | $945,000 | +62.1% | 26,054 | +53.0% | 0.43% | +47.6% |
| Q4 2018 | $583,000 | +13.4% | 17,026 | +15.3% | 0.29% | +7.3% |
| Q3 2018 | $514,000 | -16.7% | 14,762 | -15.4% | 0.27% | -23.2% |
| Q2 2018 | $617,000 | +74.3% | 17,457 | +93.7% | 0.36% | +95.1% |
| Q1 2018 | $354,000 | +1670.0% | 9,012 | +1578.2% | 0.18% | +1563.6% |
| Q4 2017 | $20,000 | – | 537 | – | 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% |