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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $295,000 | -20.9% | 7,644 | -15.1% | 0.09% | -25.6% |
| Q4 2021 | $373,000 | -21.5% | 9,002 | -19.4% | 0.12% | -37.4% |
| Q3 2021 | $475,000 | -66.1% | 11,163 | -63.8% | 0.19% | -69.2% |
| Q2 2021 | $1,403,000 | +5.3% | 30,827 | +1.2% | 0.61% | -10.3% |
| Q1 2021 | $1,333,000 | +0.5% | 30,459 | -3.2% | 0.68% | -11.2% |
| Q4 2020 | $1,326,000 | +22.8% | 31,457 | +6.5% | 0.76% | +4.7% |
| Q3 2020 | $1,080,000 | -0.9% | 29,537 | -1.5% | 0.73% | -16.2% |
| Q2 2020 | $1,090,000 | -7.9% | 29,974 | -4.7% | 0.87% | -15.6% |
| Q4 2019 | $1,183,000 | – | 31,450 | – | 1.03% | – |
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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% |