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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $520,628 | -0.5% | 15,143 | -1.2% | 0.24% | 0.0% |
| Q1 2023 | $523,298 | -0.8% | 15,332 | -4.2% | 0.24% | +19.1% |
| Q4 2022 | $527,607 | +8.6% | 16,007 | +2.0% | 0.20% | -26.6% |
| Q3 2022 | $486,000 | -21.0% | 15,686 | -11.4% | 0.28% | -18.7% |
| Q2 2022 | $615,000 | -10.2% | 17,695 | -0.2% | 0.34% | +68.5% |
| Q1 2022 | $685,000 | -4.6% | 17,738 | +2.4% | 0.20% | +5.7% |
| Q4 2021 | $718,000 | +2.1% | 17,314 | +4.7% | 0.19% | +24.7% |
| Q3 2021 | $703,000 | -0.1% | 16,535 | +6.9% | 0.15% | +14.9% |
| Q2 2021 | $704,000 | +8.6% | 15,465 | +4.6% | 0.13% | +6.3% |
| Q1 2021 | $648,000 | +21.3% | 14,790 | +16.9% | 0.13% | +32.6% |
| Q4 2020 | $534,000 | +27.8% | 12,656 | +10.7% | 0.10% | +10.5% |
| Q3 2020 | $418,000 | +9.7% | 11,437 | +0.4% | 0.09% | +3.6% |
| Q2 2020 | $381,000 | -0.3% | 11,395 | -15.0% | 0.08% | -12.6% |
| Q1 2020 | $382,000 | -28.3% | 13,411 | -5.5% | 0.10% | -11.2% |
| Q4 2019 | $533,000 | +59.6% | 14,189 | +45.7% | 0.11% | +44.6% |
| Q3 2019 | $334,000 | – | 9,738 | – | 0.07% | – |
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% |