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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $58,000 | -14.7% | 1,500 | -6.2% | 0.03% | +8.0% |
| Q3 2021 | $68,000 | 0.0% | 1,600 | +6.7% | 0.02% | 0.0% |
| Q2 2021 | $68,000 | +3.0% | 1,500 | 0.0% | 0.02% | -3.8% |
| Q1 2021 | $66,000 | +4.8% | 1,500 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $63,000 | -59.1% | 1,500 | -62.2% | 0.03% | -67.9% |
| Q4 2019 | $154,000 | +67.4% | 3,973 | +47.1% | 0.08% | +32.8% |
| Q3 2019 | $92,000 | -15.6% | 2,700 | -10.0% | 0.06% | -16.4% |
| Q2 2019 | $109,000 | +32.9% | 3,000 | +33.3% | 0.07% | +23.7% |
| Q1 2019 | $82,000 | +2633.3% | 2,250 | +2150.0% | 0.06% | +2850.0% |
| Q4 2018 | $3,000 | – | 100 | – | 0.00% | – |
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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% |