SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 520 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $310,724 | -2.4% | 9,256 | 0.0% | 0.12% | -0.8% |
| Q2 2023 | $318,221 | +49.4% | 9,256 | +50.9% | 0.12% | +30.2% |
| Q2 2022 | $213,000 | -25.5% | 6,132 | -17.1% | 0.10% | -17.2% |
| Q1 2022 | $286,000 | -41.8% | 7,399 | -37.5% | 0.12% | -48.7% |
| Q4 2021 | $491,000 | -21.4% | 11,831 | -19.5% | 0.23% | -29.4% |
| Q3 2021 | $625,000 | -22.0% | 14,706 | -16.4% | 0.32% | -22.3% |
| Q2 2021 | $801,000 | -24.1% | 17,598 | -27.0% | 0.41% | -31.3% |
| Q1 2021 | $1,055,000 | +51.8% | 24,099 | +46.2% | 0.60% | +38.2% |
| Q4 2020 | $695,000 | +26.4% | 16,480 | +9.6% | 0.43% | +17.3% |
| Q3 2020 | $550,000 | +12.9% | 15,033 | +3.3% | 0.37% | +5.4% |
| Q2 2020 | $487,000 | +6.3% | 14,551 | -9.6% | 0.35% | -2.2% |
| Q1 2020 | $458,000 | -12.3% | 16,091 | +16.0% | 0.36% | +16.2% |
| Q4 2019 | $522,000 | +25.8% | 13,874 | +13.3% | 0.31% | +10.4% |
| Q3 2019 | $415,000 | +42.1% | 12,248 | +51.9% | 0.28% | +41.4% |
| Q2 2019 | $292,000 | – | 8,061 | – | 0.20% | – |
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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% |