SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 310 filers reported holding SPDR INDEX SHS FDS in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,572,767 | +33.4% | 285,158 | +36.6% | 3.12% | +36.6% |
| Q2 2023 | $7,175,826 | +58.4% | 208,721 | +57.3% | 2.28% | +51.9% |
| Q1 2023 | $4,530,107 | +11.1% | 132,731 | +7.3% | 1.50% | +2.7% |
| Q4 2022 | $4,077,463 | +4.0% | 123,709 | -2.0% | 1.46% | -1.8% |
| Q3 2022 | $3,919,000 | -7.8% | 126,245 | +3.2% | 1.49% | -1.8% |
| Q2 2022 | $4,252,000 | -49.4% | 122,296 | -43.7% | 1.52% | -43.3% |
| Q1 2022 | $8,395,000 | +35.2% | 217,259 | +45.2% | 2.68% | +38.1% |
| Q4 2021 | $6,209,000 | -14.4% | 149,649 | -12.3% | 1.94% | -19.9% |
| Q3 2021 | $7,257,000 | -29.9% | 170,625 | -25.0% | 2.42% | -27.0% |
| Q2 2021 | $10,355,000 | +57.6% | 227,581 | +51.6% | 3.32% | +44.2% |
| Q1 2021 | $6,572,000 | +26.8% | 150,104 | +22.1% | 2.30% | +16.2% |
| Q4 2020 | $5,185,000 | -1.1% | 122,978 | -14.2% | 1.98% | -7.7% |
| Q3 2020 | $5,241,000 | +36.8% | 143,360 | +25.2% | 2.15% | +20.4% |
| Q2 2020 | $3,832,000 | -3.7% | 114,534 | -18.1% | 1.78% | -17.5% |
| Q1 2020 | $3,980,000 | +22.7% | 139,838 | +62.1% | 2.16% | +53.8% |
| Q4 2019 | $3,243,000 | +149.1% | 86,275 | +127.1% | 1.40% | +126.8% |
| Q3 2019 | $1,302,000 | -69.5% | 37,990 | -68.1% | 0.62% | -69.6% |
| Q2 2019 | $4,268,000 | -22.6% | 119,241 | -22.7% | 2.04% | -26.6% |
| Q1 2019 | $5,513,000 | +170.8% | 154,167 | +145.1% | 2.78% | +136.1% |
| Q4 2018 | $2,036,000 | – | 62,908 | – | 1.18% | – |
Download | ||||||
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% |