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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $10,000 | -73.0% | 226 | -73.9% | 0.01% | -76.2% |
| Q4 2020 | $37,000 | +15.6% | 866 | 0.0% | 0.02% | +5.0% |
| Q3 2020 | $32,000 | +10.3% | 866 | 0.0% | 0.02% | +11.1% |
| Q2 2020 | $29,000 | +16.0% | 866 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $25,000 | -24.2% | 866 | 0.0% | 0.02% | -14.3% |
| Q4 2019 | $33,000 | +10.0% | 866 | 0.0% | 0.02% | +5.0% |
| Q3 2019 | $30,000 | -44.4% | 866 | -42.5% | 0.02% | -42.9% |
| Q2 2019 | $54,000 | -15.6% | 1,506 | -15.3% | 0.04% | -18.6% |
| Q1 2019 | $64,000 | -37.9% | 1,778 | -44.3% | 0.04% | -47.6% |
| Q4 2018 | $103,000 | +66.1% | 3,192 | +79.5% | 0.08% | +78.3% |
| Q3 2018 | $62,000 | -1.6% | 1,778 | 0.0% | 0.05% | -4.2% |
| Q2 2018 | $63,000 | – | 1,778 | – | 0.05% | – |
Download | ||||||
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% |