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 | $3,407,776 | -3.2% | 101,513 | -0.9% | 0.55% | -2.5% |
| Q2 2023 | $3,520,632 | +3.9% | 102,403 | +3.1% | 0.56% | -2.6% |
| Q1 2023 | $3,389,819 | +0.6% | 99,321 | -2.8% | 0.58% | -5.4% |
| Q4 2022 | $3,368,539 | +7.2% | 102,201 | +1.0% | 0.61% | +9.7% |
| Q3 2022 | $3,142,000 | +0.6% | 101,218 | +12.7% | 0.55% | -2.5% |
| Q2 2022 | $3,123,000 | -7.9% | 89,833 | -3.8% | 0.57% | -11.8% |
| Q1 2022 | $3,390,000 | -9.6% | 93,380 | +3.3% | 0.64% | -23.7% |
| Q4 2021 | $3,752,000 | +13.9% | 90,434 | +16.8% | 0.84% | -4.4% |
| Q3 2021 | $3,294,000 | -2.7% | 77,443 | +4.1% | 0.88% | -16.1% |
| Q2 2021 | $3,384,000 | +11.1% | 74,369 | +8.0% | 1.05% | -17.0% |
| Q1 2021 | $3,045,000 | +5.8% | 68,843 | +0.8% | 1.27% | -3.2% |
| Q4 2020 | $2,879,000 | +13.0% | 68,282 | -1.1% | 1.31% | -6.0% |
| Q3 2020 | $2,548,000 | +6.9% | 69,050 | -2.0% | 1.39% | -6.8% |
| Q2 2020 | $2,384,000 | +15.8% | 70,436 | -6.3% | 1.50% | +7.9% |
| Q1 2020 | $2,059,000 | -21.7% | 75,208 | +7.6% | 1.39% | -9.2% |
| Q4 2019 | $2,628,000 | +16.5% | 69,924 | +5.7% | 1.53% | +1.2% |
| Q3 2019 | $2,255,000 | +4.0% | 66,136 | +10.8% | 1.51% | +1.3% |
| Q2 2019 | $2,169,000 | +29.6% | 59,708 | +29.4% | 1.49% | +19.0% |
| Q1 2019 | $1,674,000 | +33.2% | 46,146 | +18.8% | 1.25% | +35.5% |
| Q4 2018 | $1,257,000 | -13.3% | 38,840 | -6.6% | 0.92% | -4.3% |
| Q3 2018 | $1,449,000 | +31.4% | 41,598 | +33.3% | 0.96% | +19.3% |
| Q2 2018 | $1,103,000 | +34.7% | 31,201 | +49.7% | 0.81% | +17.8% |
| Q1 2018 | $819,000 | – | 20,841 | – | 0.69% | – |
Download | ||||||
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% |