SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 524 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $112 | -46.9% | 3,172 | -49.5% | 0.01% | -52.0% |
| Q3 2023 | $211 | -20.4% | 6,285 | -18.5% | 0.02% | -19.4% |
| Q2 2023 | $265 | -22.1% | 7,709 | -22.6% | 0.03% | -26.2% |
| Q1 2023 | $340 | -34.5% | 9,958 | -36.8% | 0.04% | -42.5% |
| Q4 2022 | $519 | -100.0% | 15,745 | -88.8% | 0.07% | -88.8% |
| Q3 2022 | $4,345,000 | -19.3% | 139,986 | -9.6% | 0.65% | -16.5% |
| Q2 2022 | $5,382,000 | -31.1% | 154,786 | -23.4% | 0.78% | -21.5% |
| Q1 2022 | $7,809,000 | -13.3% | 202,085 | -6.9% | 1.00% | -12.1% |
| Q4 2021 | $9,010,000 | +61.0% | 217,162 | +65.0% | 1.13% | +42.2% |
| Q3 2021 | $5,598,000 | +5.0% | 131,614 | +12.3% | 0.80% | -0.1% |
| Q2 2021 | $5,330,000 | +21.0% | 117,148 | +16.5% | 0.80% | +4.7% |
| Q1 2021 | $4,404,000 | +62.6% | 100,591 | +56.6% | 0.76% | +45.1% |
| Q4 2020 | $2,708,000 | – | 64,220 | – | 0.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNamara Financial Services, Inc. | 1,469,729 | $53,733,000 | 18.18% |
| HighMark Wealth Management LLC | 260,294 | $9,516,000 | 8.57% |
| Advisory Alpha, LLC | 879,859 | $32,836,000 | 7.05% |
| Financial Strategies Group, Inc. | 262,102 | $9,582,000 | 6.45% |
| Global Strategic Investment Solutions, LLC | 668,174 | $24,428,000 | 6.20% |
| Blueprint Investment Partners LLC | 181,457 | $7,650,000 | 6.04% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 191,885 | $7,015,000 | 4.86% |
| ERn Financial, LLC | 279,339 | $10,213,000 | 4.78% |
| Sterneck Capital Management, LLC | 148,389 | $5,425,000 | 4.58% |
| CAPITAL WEALTH MANAGEMENT, LLC | 123,809 | $4,526,000 | 4.56% |