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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,184,630 | -6.6% | 65,077 | -4.4% | 0.63% | -5.4% |
| Q2 2023 | $2,340,207 | +0.9% | 68,069 | +0.2% | 0.67% | -5.3% |
| Q1 2023 | $2,319,038 | +3.5% | 67,947 | 0.0% | 0.70% | -3.0% |
| Q4 2022 | $2,239,540 | +6.8% | 67,947 | +0.6% | 0.73% | -5.7% |
| Q3 2022 | $2,097,000 | -11.1% | 67,571 | -0.4% | 0.77% | -10.0% |
| Q2 2022 | $2,359,000 | +14.3% | 67,833 | +27.1% | 0.86% | +27.6% |
| Q1 2022 | $2,063,000 | -6.5% | 53,388 | +0.4% | 0.67% | -2.2% |
| Q4 2021 | $2,207,000 | -2.1% | 53,188 | +0.4% | 0.69% | -8.3% |
| Q3 2021 | $2,254,000 | -6.5% | 52,992 | 0.0% | 0.75% | -7.5% |
| Q2 2021 | $2,411,000 | +4.2% | 52,992 | +0.3% | 0.81% | -4.5% |
| Q1 2021 | $2,314,000 | +3.9% | 52,850 | 0.0% | 0.85% | -2.2% |
| Q4 2020 | $2,228,000 | – | 52,850 | – | 0.87% | – |
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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% |