SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 390 filers reported holding SPDR INDEX SHS FDS in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $360,000 | -95.2% | 12,651 | -93.7% | 0.10% | -94.0% |
| Q4 2019 | $7,503,000 | +12.3% | 199,609 | +2.4% | 1.59% | +1.3% |
| Q3 2019 | $6,680,000 | -73.8% | 194,870 | -72.6% | 1.57% | -74.8% |
| Q2 2019 | $25,475,000 | +13.0% | 711,801 | +12.9% | 6.23% | -1.1% |
| Q1 2019 | $22,537,000 | +9.5% | 630,223 | -0.9% | 6.30% | -0.2% |
| Q4 2018 | $20,585,000 | – | 636,131 | – | 6.31% | – |
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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% |