SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 409 filers reported holding SPDR INDEX SHS FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,016 | -26.7% | 30,258 | -25.0% | 0.41% | -38.0% |
Q2 2023 | $1,387 | -32.3% | 40,338 | -32.8% | 0.66% | -16.4% |
Q1 2023 | $2,048 | -2.7% | 60,019 | -6.0% | 0.80% | +0.8% |
Q4 2022 | $2,105 | -99.9% | 63,877 | -2.9% | 0.79% | -8.9% |
Q3 2022 | $2,042,000 | -16.6% | 65,799 | -6.5% | 0.87% | -8.4% |
Q2 2022 | $2,448,000 | -11.2% | 70,395 | -1.4% | 0.94% | +6.7% |
Q1 2022 | $2,758,000 | -8.9% | 71,365 | -3.3% | 0.89% | -6.6% |
Q4 2021 | $3,028,000 | -2.0% | 73,833 | +1.6% | 0.95% | -7.9% |
Q3 2021 | $3,091,000 | -8.4% | 72,661 | -2.1% | 1.03% | -3.1% |
Q2 2021 | $3,376,000 | +5.4% | 74,185 | +1.3% | 1.06% | -1.4% |
Q1 2021 | $3,204,000 | +1.2% | 73,214 | -2.5% | 1.08% | -7.0% |
Q4 2020 | $3,166,000 | +16.4% | 75,103 | +0.9% | 1.16% | -2.1% |
Q3 2020 | $2,721,000 | +8.6% | 74,435 | -0.6% | 1.18% | 0.0% |
Q2 2020 | $2,506,000 | +9.9% | 74,893 | -6.5% | 1.18% | -10.8% |
Q1 2020 | $2,281,000 | -24.9% | 80,137 | -0.8% | 1.33% | -7.6% |
Q4 2019 | $3,037,000 | +43.1% | 80,783 | +30.5% | 1.44% | +12.2% |
Q3 2019 | $2,122,000 | +10.6% | 61,898 | +15.5% | 1.28% | -0.2% |
Q2 2019 | $1,918,000 | +2.1% | 53,599 | +2.1% | 1.28% | +11.7% |
Q1 2019 | $1,878,000 | +16.7% | 52,516 | +5.6% | 1.15% | +2.1% |
Q4 2018 | $1,609,000 | – | 49,722 | – | 1.12% | – |
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% |