SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 195 filers reported holding SPDR INDEX SHS FDS in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $379,297 | +1.1% | 11,299 | +3.5% | 0.07% | +1.4% |
| Q2 2023 | $375,144 | +19.5% | 10,912 | +18.7% | 0.07% | +23.2% |
| Q1 2023 | $313,824 | +52.6% | 9,195 | +47.3% | 0.06% | +36.6% |
| Q4 2022 | $205,702 | -95.3% | 6,241 | -95.0% | 0.04% | -95.8% |
| Q2 2022 | $4,364,000 | -2.8% | 125,521 | +8.0% | 0.97% | +2.0% |
| Q1 2022 | $4,490,000 | +48.0% | 116,193 | +58.9% | 0.95% | +42.6% |
| Q4 2021 | $3,034,000 | +36.5% | 73,123 | +39.9% | 0.67% | +23.9% |
| Q3 2021 | $2,223,000 | +7.2% | 52,265 | +14.7% | 0.54% | +3.6% |
| Q2 2021 | $2,074,000 | +15.4% | 45,580 | +11.0% | 0.52% | +11.8% |
| Q1 2021 | $1,798,000 | +68.0% | 41,080 | +28.5% | 0.47% | +31.6% |
| Q2 2020 | $1,070,000 | +13.0% | 31,981 | -3.9% | 0.35% | -5.3% |
| Q1 2020 | $947,000 | -12.9% | 33,287 | +15.1% | 0.37% | +7.8% |
| Q4 2019 | $1,087,000 | +75.0% | 28,922 | +59.7% | 0.35% | +60.6% |
| Q3 2019 | $621,000 | +0.6% | 18,114 | +5.1% | 0.22% | -5.7% |
| Q2 2019 | $617,000 | -18.9% | 17,236 | -19.0% | 0.23% | -28.4% |
| Q1 2019 | $761,000 | -4.2% | 21,292 | -13.2% | 0.32% | -22.3% |
| Q4 2018 | $794,000 | -22.2% | 24,521 | -16.4% | 0.41% | -12.7% |
| Q3 2018 | $1,021,000 | -5.6% | 29,318 | -4.1% | 0.47% | -21.5% |
| Q2 2018 | $1,081,000 | -12.8% | 30,577 | -3.2% | 0.60% | -18.2% |
| Q1 2018 | $1,240,000 | +3.0% | 31,573 | -0.0% | 0.74% | -15.0% |
| Q4 2017 | $1,204,000 | – | 31,578 | – | 0.86% | – |
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% |