SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 337 filers reported holding SPDR INDEX SHS FDS in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $252,000 | +3.7% | 5,547 | 0.0% | 0.08% | -6.2% |
| Q1 2021 | $243,000 | +3.8% | 5,547 | 0.0% | 0.08% | -6.9% |
| Q4 2020 | $234,000 | +15.3% | 5,547 | 0.0% | 0.09% | -1.1% |
| Q3 2020 | $203,000 | -86.6% | 5,547 | -86.2% | 0.09% | -88.6% |
| Q4 2019 | $1,512,000 | +9.6% | 40,230 | 0.0% | 0.77% | +0.1% |
| Q3 2019 | $1,379,000 | +1.9% | 40,230 | 0.0% | 0.77% | -1.7% |
| Q2 2019 | $1,353,000 | -10.0% | 40,230 | -4.3% | 0.78% | -11.7% |
| Q1 2019 | $1,504,000 | +2.9% | 42,052 | 0.0% | 0.89% | +40.6% |
| Q4 2018 | $1,462,000 | – | 42,052 | – | 0.63% | – |
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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% |