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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,614,587 | +0.2% | 163,310 | -0.6% | 1.21% | -4.6% |
| Q1 2023 | $5,606,035 | +12740.5% | 164,255 | +11574.1% | 1.27% | +9669.2% |
| Q4 2022 | $43,659 | -0.8% | 1,407 | +0.1% | 0.01% | 0.0% |
| Q3 2022 | $44,000 | -10.2% | 1,406 | -0.1% | 0.01% | 0.0% |
| Q2 2022 | $49,000 | -9.3% | 1,407 | +1.4% | 0.01% | 0.0% |
| Q1 2022 | $54,000 | -6.9% | 1,388 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $58,000 | 0.0% | 1,388 | +2.4% | 0.01% | -7.1% |
| Q3 2021 | $58,000 | -6.5% | 1,356 | -0.1% | 0.01% | -6.7% |
| Q2 2021 | $62,000 | -26.2% | 1,357 | -29.3% | 0.02% | -31.8% |
| Q1 2021 | $84,000 | +5.0% | 1,919 | +1.1% | 0.02% | 0.0% |
| Q4 2020 | $80,000 | +15.9% | 1,899 | +1.2% | 0.02% | +10.0% |
| Q3 2020 | $69,000 | +6.2% | 1,877 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $65,000 | -17.7% | 1,877 | -11.7% | 0.02% | -16.7% |
| Q4 2019 | $79,000 | – | 2,125 | – | 0.02% | – |
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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% |