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 | $2,124,208 | +34.5% | 63,277 | +37.7% | 0.06% | +40.0% |
| Q2 2023 | $1,579,657 | -0.5% | 45,947 | -1.3% | 0.04% | -7.0% |
| Q1 2023 | $1,588,392 | +8.1% | 46,539 | +4.4% | 0.04% | +2.4% |
| Q4 2022 | $1,468,849 | +6.6% | 44,565 | -1.7% | 0.04% | -2.3% |
| Q3 2022 | $1,378,000 | -18.0% | 45,322 | -6.2% | 0.04% | -14.0% |
| Q2 2022 | $1,680,000 | -11.6% | 48,310 | -1.7% | 0.05% | -3.8% |
| Q1 2022 | $1,900,000 | -36.6% | 49,160 | -31.9% | 0.05% | -35.0% |
| Q4 2021 | $2,996,000 | -9.9% | 72,199 | -7.6% | 0.08% | -19.2% |
| Q3 2021 | $3,325,000 | -5.9% | 78,178 | +0.6% | 0.10% | -6.6% |
| Q2 2021 | $3,535,000 | +9.7% | 77,697 | +5.6% | 0.11% | 0.0% |
| Q1 2021 | $3,223,000 | +20.6% | 73,609 | +16.1% | 0.11% | +11.6% |
| Q4 2020 | $2,673,000 | +19.1% | 63,410 | +3.3% | 0.10% | +4.4% |
| Q3 2020 | $2,244,000 | +7.6% | 61,376 | +9.1% | 0.09% | +4.6% |
| Q2 2020 | $2,085,000 | +9.9% | 56,243 | -15.7% | 0.09% | -15.5% |
| Q1 2020 | $1,898,000 | -31.4% | 66,703 | -9.3% | 0.10% | -14.2% |
| Q4 2019 | $2,765,000 | +16.4% | 73,567 | +10.9% | 0.12% | +2.6% |
| Q3 2019 | $2,375,000 | 0.0% | 66,347 | 0.0% | 0.12% | 0.0% |
| Q2 2019 | $2,375,000 | -3.9% | 66,347 | -13.2% | 0.12% | -27.3% |
| Q4 2018 | $2,472,000 | – | 76,394 | – | 0.16% | – |
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% |