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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,076,872 | +9.0% | 61,532 | +11.0% | 0.15% | +10.3% |
| Q2 2023 | $1,905,070 | +30.6% | 55,412 | +29.6% | 0.14% | +29.5% |
| Q1 2023 | $1,459,123 | +49.8% | 42,752 | +44.7% | 0.10% | +43.8% |
| Q4 2022 | $973,756 | +8.2% | 29,544 | +6.0% | 0.07% | -1.4% |
| Q3 2022 | $900,000 | +25.9% | 27,881 | +35.6% | 0.07% | +27.6% |
| Q2 2022 | $715,000 | -34.5% | 20,566 | -27.2% | 0.06% | -19.4% |
| Q1 2022 | $1,092,000 | +6.8% | 28,245 | +14.7% | 0.07% | +12.5% |
| Q4 2021 | $1,022,000 | +21.2% | 24,627 | +24.3% | 0.06% | +12.3% |
| Q3 2021 | $843,000 | -4.0% | 19,817 | +2.7% | 0.06% | -3.4% |
| Q2 2021 | $878,000 | +5.0% | 19,295 | +1.0% | 0.06% | 0.0% |
| Q1 2021 | $836,000 | +124.1% | 19,105 | +115.9% | 0.06% | +126.9% |
| Q4 2020 | $373,000 | +49.8% | 8,849 | +29.7% | 0.03% | +23.8% |
| Q3 2020 | $249,000 | +16.9% | 6,823 | +7.0% | 0.02% | +5.0% |
| Q2 2020 | $213,000 | -9.7% | 6,377 | -23.1% | 0.02% | -41.2% |
| Q1 2020 | $236,000 | – | 8,292 | – | 0.03% | – |
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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% |