SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 411 filers reported holding SPDR INDEX SHS FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,666,719 | +5.6% | 109,226 | +8.2% | 2.01% | +7.2% |
| Q2 2023 | $3,471,248 | -9.9% | 100,967 | -10.6% | 1.87% | -15.0% |
| Q1 2023 | $3,853,151 | +7.1% | 112,896 | +10.4% | 2.20% | +5.8% |
| Q4 2022 | $3,596,638 | +0.6% | 102,235 | -11.2% | 2.08% | -5.7% |
| Q3 2022 | $3,574,000 | +24.8% | 115,139 | +39.8% | 2.20% | +26.4% |
| Q2 2022 | $2,863,000 | -30.4% | 82,332 | -23.9% | 1.74% | -26.0% |
| Q1 2022 | $4,115,000 | +25.3% | 108,259 | +36.7% | 2.36% | +31.0% |
| Q4 2021 | $3,285,000 | -11.5% | 79,172 | -5.1% | 1.80% | -11.7% |
| Q3 2021 | $3,712,000 | +5.3% | 83,397 | -1.0% | 2.04% | +1.2% |
| Q2 2021 | $3,526,000 | +38.7% | 84,241 | +46.6% | 2.01% | +34.5% |
| Q1 2021 | $2,542,000 | +25.5% | 57,476 | +22.7% | 1.50% | +17.9% |
| Q4 2020 | $2,025,000 | +30.8% | 46,841 | +13.4% | 1.27% | +17.1% |
| Q3 2020 | $1,548,000 | +221.8% | 41,292 | +211.8% | 1.08% | +217.3% |
| Q2 2020 | $481,000 | -83.2% | 13,242 | -82.6% | 0.34% | -83.4% |
| Q4 2019 | $2,863,000 | +55.4% | 76,009 | +44.0% | 2.06% | +37.0% |
| Q3 2019 | $1,842,000 | -57.1% | 52,767 | -56.0% | 1.50% | -58.7% |
| Q2 2019 | $4,294,000 | +1.2% | 119,969 | +1.2% | 3.63% | -1.9% |
| Q1 2019 | $4,241,000 | +1189.1% | 118,596 | +1066.0% | 3.70% | +976.5% |
| Q4 2018 | $329,000 | – | 10,171 | – | 0.34% | – |
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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% |