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% | – |
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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% |