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 | $3,248,334 | +0.6% | 96,763 | +3.0% | 0.54% | +2.7% |
| Q2 2023 | $3,228,351 | +4.6% | 93,902 | +3.9% | 0.52% | +1.6% |
| Q1 2023 | $3,085,522 | +5.0% | 90,405 | +1.4% | 0.51% | -1.7% |
| Q4 2022 | $2,938,944 | +39.2% | 89,167 | +31.1% | 0.52% | +33.8% |
| Q3 2022 | $2,111,000 | -6.1% | 67,990 | +5.2% | 0.39% | -3.5% |
| Q2 2022 | $2,248,000 | -0.4% | 64,656 | +10.8% | 0.40% | -1.7% |
| Q1 2022 | $2,256,000 | +7.8% | 58,373 | +15.7% | 0.41% | +0.5% |
| Q4 2021 | $2,092,000 | +7.2% | 50,437 | +9.9% | 0.41% | -5.1% |
| Q3 2021 | $1,952,000 | +1.3% | 45,893 | +8.4% | 0.43% | -3.8% |
| Q2 2021 | $1,927,000 | +17.1% | 42,353 | +12.6% | 0.45% | +6.2% |
| Q1 2021 | $1,646,000 | +3.3% | 37,601 | -0.6% | 0.42% | +10.8% |
| Q4 2020 | $1,594,000 | +16.6% | 37,811 | +1.1% | 0.38% | -15.5% |
| Q3 2020 | $1,367,000 | +31.6% | 37,390 | +7.3% | 0.45% | +33.8% |
| Q2 2020 | $1,039,000 | +4.4% | 34,855 | -8.7% | 0.34% | -28.8% |
| Q1 2020 | $995,000 | -15.7% | 38,180 | +21.6% | 0.47% | -14.8% |
| Q4 2019 | $1,180,000 | +10.4% | 31,398 | +0.7% | 0.56% | -4.6% |
| Q3 2019 | $1,069,000 | +8.6% | 31,189 | +13.4% | 0.58% | -2.0% |
| Q2 2019 | $984,000 | +11.3% | 27,497 | +11.3% | 0.59% | +0.2% |
| Q1 2019 | $884,000 | +13.6% | 24,706 | +2.8% | 0.59% | +19.1% |
| Q4 2018 | $778,000 | -41.5% | 24,031 | -37.1% | 0.50% | -59.0% |
| Q3 2018 | $1,330,000 | +27.4% | 38,176 | +29.2% | 1.22% | +19.9% |
| Q2 2018 | $1,044,000 | +1.7% | 29,541 | +13.0% | 1.01% | -4.0% |
| Q1 2018 | $1,027,000 | – | 26,138 | – | 1.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNamara Financial Services, Inc. | 1,649,648 | $54,372,405 | 14.42% |
| HighMark Wealth Management LLC | 345,517 | $11,382,567 | 8.58% |
| Brown Financial Advisory | 244,564 | $8,060,829 | 8.32% |
| HERITAGE WEALTH MANAGEMENT, LLC | 1,412,802 | $46,565,952 | 6.65% |
| Sterneck Capital Management, LLC | 300,546 | $9,905,983 | 6.57% |
| Luken Investment Analytics, LLC | 306,583 | $10,104,976 | 6.45% |
| Financial Strategies Group, Inc. | 466,111 | $15,363,017 | 6.38% |
| CAPITAL WEALTH MANAGEMENT, LLC | 279,102 | $9,199,202 | 6.22% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 228,343 | $7,526,259 | 4.94% |
| WALLER FINANCIAL PLANNING GROUP, INC | 465,312 | $15,336,672 | 4.45% |