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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $431,433 | +10.3% | 12,487 | +5.4% | 0.21% | -0.5% |
| Q3 2023 | $391,293 | +13.2% | 11,847 | +18.4% | 0.21% | +9.2% |
| Q2 2023 | $345,528 | +6.2% | 10,007 | +4.9% | 0.20% | -0.5% |
| Q1 2023 | $325,462 | +3.8% | 9,542 | +1.3% | 0.20% | -8.0% |
| Q4 2022 | $313,448 | +5.5% | 9,418 | +3.3% | 0.21% | -0.9% |
| Q3 2022 | $297,000 | -18.4% | 9,118 | -10.9% | 0.22% | -14.3% |
| Q2 2022 | $364,000 | -12.3% | 10,228 | -3.0% | 0.25% | -7.0% |
| Q1 2022 | $415,000 | -10.6% | 10,545 | -5.3% | 0.27% | -10.9% |
| Q4 2021 | $464,000 | -13.8% | 11,130 | -11.5% | 0.30% | -22.7% |
| Q3 2021 | $538,000 | -2.4% | 12,575 | +2.0% | 0.39% | -6.2% |
| Q2 2021 | $551,000 | +0.7% | 12,325 | -1.1% | 0.42% | -7.3% |
| Q1 2021 | $547,000 | +3.6% | 12,458 | -2.1% | 0.45% | -11.4% |
| Q4 2020 | $528,000 | +10.9% | 12,721 | -2.3% | 0.51% | -1.7% |
| Q3 2020 | $476,000 | +57.6% | 13,021 | +48.5% | 0.52% | +54.2% |
| Q2 2020 | $302,000 | -23.2% | 8,766 | -34.9% | 0.34% | -31.1% |
| Q1 2020 | $393,000 | -19.1% | 13,464 | +4.2% | 0.49% | +3.6% |
| Q4 2019 | $486,000 | – | 12,924 | – | 0.47% | – |
Download | ||||||
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% |