SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 393 filers reported holding SPDR INDEX SHS FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $200,335 | +62.8% | 5,870 | +57.2% | 0.01% | +57.1% |
| Q4 2022 | $123,062 | -38.2% | 3,734 | -41.8% | 0.01% | -46.2% |
| Q3 2022 | $199,000 | -48.2% | 6,414 | -42.0% | 0.01% | -50.0% |
| Q2 2022 | $384,000 | +27.6% | 11,057 | +42.3% | 0.03% | +44.4% |
| Q1 2022 | $301,000 | -96.2% | 7,770 | -95.9% | 0.02% | -96.3% |
| Q4 2021 | $7,894,000 | -21.2% | 190,281 | -19.3% | 0.49% | -28.0% |
| Q3 2021 | $10,023,000 | +11.6% | 235,655 | +19.4% | 0.68% | +5.7% |
| Q2 2021 | $8,980,000 | +12.4% | 197,342 | +8.2% | 0.65% | -5.6% |
| Q1 2021 | $7,987,000 | +3.5% | 182,432 | -0.3% | 0.68% | -1.3% |
| Q4 2020 | $7,716,000 | -27.7% | 183,022 | -43.7% | 0.69% | -4.7% |
| Q3 2020 | $10,676,000 | +94.9% | 324,879 | +98.5% | 0.73% | +2.5% |
| Q2 2020 | $5,478,000 | +29.7% | 163,703 | +10.3% | 0.71% | -4.2% |
| Q1 2020 | $4,224,000 | -26.1% | 148,410 | -2.4% | 0.74% | +2.1% |
| Q4 2019 | $5,713,000 | +54.0% | 151,984 | +40.4% | 0.72% | +20.8% |
| Q3 2019 | $3,710,000 | – | 108,220 | – | 0.60% | – |
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% |