SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 520 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $73 | -3.9% | 2,174 | -1.3% | 0.01% | 0.0% |
| Q2 2023 | $76 | +1.3% | 2,202 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $75 | -8.5% | 2,202 | -5.7% | 0.01% | -13.3% |
| Q4 2022 | $82 | -99.9% | 2,334 | -1.1% | 0.02% | 0.0% |
| Q3 2022 | $74,000 | -11.9% | 2,361 | -2.4% | 0.02% | -16.7% |
| Q2 2022 | $84,000 | -9.7% | 2,419 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $93,000 | -7.9% | 2,419 | -0.2% | 0.02% | -5.3% |
| Q4 2021 | $101,000 | -1.9% | 2,424 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $103,000 | -7.2% | 2,424 | -0.5% | 0.02% | -5.0% |
| Q2 2021 | $111,000 | +3.7% | 2,437 | -0.2% | 0.02% | -4.8% |
| Q1 2021 | $107,000 | +3.9% | 2,442 | 0.0% | 0.02% | -4.5% |
| Q4 2020 | $103,000 | +15.7% | 2,442 | 0.0% | 0.02% | +10.0% |
| Q3 2020 | $89,000 | +8.5% | 2,442 | -0.2% | 0.02% | +5.3% |
| Q2 2020 | $82,000 | +17.1% | 2,447 | -0.9% | 0.02% | 0.0% |
| Q1 2020 | $70,000 | – | 2,468 | – | 0.02% | – |
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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% |