SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 337 filers reported holding SPDR INDEX SHS FDS in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $506,088 | -7.0% | 15,076 | -4.8% | 0.08% | -7.3% |
| Q2 2023 | $544,221 | +28.6% | 15,830 | +27.7% | 0.08% | +20.6% |
| Q1 2023 | $423,110 | +85.1% | 12,397 | +78.7% | 0.07% | +54.5% |
| Q4 2022 | $228,611 | +1532.9% | 6,936 | +2174.1% | 0.04% | +2100.0% |
| Q2 2021 | $14,000 | -6.7% | 305 | -11.6% | 0.00% | -33.3% |
| Q1 2021 | $15,000 | -97.0% | 345 | -97.5% | 0.00% | -98.3% |
| Q3 2020 | $502,000 | +387.4% | 13,740 | +401.3% | 0.18% | +252.0% |
| Q4 2019 | $103,000 | +7.3% | 2,741 | -2.5% | 0.05% | -2.0% |
| Q3 2019 | $96,000 | +74.5% | 2,812 | +84.4% | 0.05% | +59.4% |
| Q2 2019 | $55,000 | -36.8% | 1,525 | -37.2% | 0.03% | -34.7% |
| Q1 2019 | $87,000 | -10.3% | 2,429 | -17.9% | 0.05% | -25.8% |
| Q4 2018 | $97,000 | +34.7% | 2,958 | +43.2% | 0.07% | +61.0% |
| Q3 2018 | $72,000 | – | 2,065 | – | 0.04% | – |
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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% |