SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 327 filers reported holding SPDR INDEX SHS FDS in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,530,478 | +11.9% | 939,243 | +14.6% | 0.39% | -14.6% |
| Q2 2023 | $28,167,785 | +35.9% | 819,307 | +34.9% | 0.46% | +30.3% |
| Q1 2023 | $20,727,206 | +21.5% | 607,298 | +17.3% | 0.35% | +6.6% |
| Q4 2022 | $17,062,656 | +17.0% | 517,673 | +10.1% | 0.33% | +1.5% |
| Q3 2022 | $14,588,000 | -8.6% | 469,989 | +2.4% | 0.33% | -3.3% |
| Q2 2022 | $15,953,000 | -21.8% | 458,975 | -13.0% | 0.34% | +20.4% |
| Q1 2022 | $20,391,000 | +42.2% | 527,706 | +52.7% | 0.28% | -25.1% |
| Q4 2021 | $14,340,000 | -5.4% | 345,631 | -3.1% | 0.37% | 0.0% |
| Q3 2021 | $15,164,000 | +15.9% | 356,560 | +24.0% | 0.37% | -19.2% |
| Q2 2021 | $13,079,000 | +71.8% | 287,454 | +65.3% | 0.46% | -1.1% |
| Q1 2021 | $7,615,000 | +11.5% | 173,937 | +7.4% | 0.47% | +0.2% |
| Q4 2020 | $6,832,000 | +19.3% | 162,020 | +3.4% | 0.47% | -15.7% |
| Q3 2020 | $5,727,000 | +13.8% | 156,634 | +4.2% | 0.55% | +9.9% |
| Q2 2020 | $5,031,000 | +23.2% | 150,331 | +4.7% | 0.50% | -22.6% |
| Q1 2020 | $4,084,000 | +114.8% | 143,589 | +183.6% | 0.65% | +10.5% |
| Q4 2019 | $1,901,000 | +56.5% | 50,632 | +42.9% | 0.59% | +12.2% |
| Q3 2019 | $1,215,000 | -12.0% | 35,435 | -8.4% | 0.52% | +4.2% |
| Q2 2019 | $1,381,000 | – | 38,677 | – | 0.50% | – |
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% |