SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 393 filers reported holding SPDR INDEX SHS FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,186 | -21.2% | 94,917 | -19.3% | 0.84% | -85.0% |
| Q2 2023 | $4,044 | +1.0% | 117,618 | +0.3% | 5.58% | +537.6% |
| Q1 2023 | $4,002 | -4.9% | 117,261 | -8.1% | 0.88% | -13.5% |
| Q4 2022 | $4,207 | -99.8% | 127,635 | +62.5% | 1.01% | +50.9% |
| Q3 2022 | $2,439,000 | -4.4% | 78,561 | +7.1% | 0.67% | -3.7% |
| Q2 2022 | $2,550,000 | -37.1% | 73,341 | -30.1% | 0.70% | -32.7% |
| Q1 2022 | $4,054,000 | -9.9% | 104,923 | -3.2% | 1.03% | -14.2% |
| Q4 2021 | $4,497,000 | +278.9% | 108,389 | +288.5% | 1.20% | -53.6% |
| Q3 2021 | $1,187,000 | -5.7% | 27,902 | +0.9% | 2.60% | +497.9% |
| Q2 2021 | $1,259,000 | +4.1% | 27,666 | +1.1% | 0.43% | -1.8% |
| Q1 2021 | $1,209,000 | +15.5% | 27,373 | +10.3% | 0.44% | -6.4% |
| Q4 2020 | $1,047,000 | +17.1% | 24,826 | +1.5% | 0.47% | -0.6% |
| Q3 2020 | $894,000 | +9.2% | 24,452 | -0.1% | 0.48% | -0.4% |
| Q2 2020 | $819,000 | +42.9% | 24,483 | +21.5% | 0.48% | +20.2% |
| Q1 2020 | $573,000 | – | 20,148 | – | 0.40% | – |
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% |