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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $244,201 | -25.5% | 7,103 | -26.0% | 0.07% | -25.8% |
| Q1 2023 | $327,682 | +0.4% | 9,601 | +1.7% | 0.09% | -6.3% |
| Q4 2022 | $326,514 | +11.1% | 9,445 | +3.4% | 0.10% | +4.4% |
| Q3 2022 | $294,000 | -29.7% | 9,137 | -24.1% | 0.09% | -27.2% |
| Q2 2022 | $418,000 | -20.4% | 12,033 | -10.8% | 0.12% | +6.8% |
| Q1 2022 | $525,000 | +143.1% | 13,486 | +184.1% | 0.12% | +116.7% |
| Q2 2021 | $216,000 | -20.6% | 4,747 | -23.7% | 0.05% | -27.0% |
| Q1 2021 | $272,000 | +35.3% | 6,221 | -8.7% | 0.07% | -28.2% |
| Q1 2020 | $201,000 | -15.5% | 6,812 | +7.7% | 0.10% | +10.8% |
| Q4 2019 | $238,000 | +6.2% | 6,323 | +1.2% | 0.09% | -7.0% |
| Q2 2019 | $224,000 | -21.1% | 6,251 | -21.3% | 0.10% | -24.8% |
| Q1 2019 | $284,000 | – | 7,943 | – | 0.13% | – |
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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% |