SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 472 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
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. | 1,559,029 | $64,684,000 | 16.89% |
| Brown Financial Advisory | 250,141 | $10,378,000 | 9.10% |
| HighMark Wealth Management LLC | 312,033 | $12,944,000 | 8.20% |
| Financial Strategies Group, Inc. | 381,645 | $15,834,000 | 6.46% |
| KWB Wealth | 783,847 | $32,522,000 | 5.40% |
| Sterneck Capital Management, LLC | 216,238 | $8,972,000 | 5.31% |
| Global Strategic Investment Solutions, LLC | 621,655 | $25,792,000 | 4.12% |
| CAPITAL WEALTH MANAGEMENT, LLC | 141,408 | $5,867,000 | 4.11% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 173,599 | $7,203,000 | 4.04% |
| Better Money Decisions, LLC | 114,531 | $4,752,000 | 4.00% |