SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 393 filers reported holding SPDR INDEX SHS FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $34,000 | +30.8% | 1,005 | +13.0% | 0.03% | -99.0% |
| Q1 2020 | $26,000 | -23.5% | 889 | +1.8% | 2.71% | +7.0% |
| Q4 2019 | $34,000 | +13.3% | 873 | 0.0% | 2.53% | +11.9% |
| Q3 2019 | $30,000 | -6.2% | 873 | -1.4% | 2.26% | -7.0% |
| Q2 2019 | $32,000 | -20.0% | 885 | -19.3% | 2.44% | -18.9% |
| Q1 2019 | $40,000 | +11.1% | 1,097 | -0.1% | 3.00% | -1.1% |
| Q4 2018 | $36,000 | -35.7% | 1,098 | -30.9% | 3.03% | -8.7% |
| Q3 2018 | $56,000 | -6.7% | 1,590 | -5.9% | 3.32% | -54.1% |
| Q2 2018 | $60,000 | -10.4% | 1,690 | 0.0% | 7.24% | -10.6% |
| Q1 2018 | $67,000 | – | 1,690 | – | 8.09% | – |
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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% |