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. | 1,649,648 | $54,372,405 | 14.42% |
| HighMark Wealth Management LLC | 345,517 | $11,382,567 | 8.58% |
| Brown Financial Advisory | 244,564 | $8,060,829 | 8.32% |
| HERITAGE WEALTH MANAGEMENT, LLC | 1,412,802 | $46,565,952 | 6.65% |
| Sterneck Capital Management, LLC | 300,546 | $9,905,983 | 6.57% |
| Luken Investment Analytics, LLC | 306,583 | $10,104,976 | 6.45% |
| Financial Strategies Group, Inc. | 466,111 | $15,363,017 | 6.38% |
| CAPITAL WEALTH MANAGEMENT, LLC | 279,102 | $9,199,202 | 6.22% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 228,343 | $7,526,259 | 4.94% |
| WALLER FINANCIAL PLANNING GROUP, INC | 465,312 | $15,336,672 | 4.45% |