SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 327 filers reported holding SPDR INDEX SHS FDS in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $397,066 | -1.1% | 11,828 | +1.2% | 0.12% | +4.3% |
| Q2 2023 | $401,662 | +0.3% | 11,683 | -0.4% | 0.12% | -0.9% |
| Q1 2023 | $400,516 | -5.2% | 11,735 | -8.5% | 0.12% | -6.4% |
| Q4 2022 | $422,514 | -18.6% | 12,819 | -23.3% | 0.12% | -21.9% |
| Q3 2022 | $519,000 | -10.5% | 16,714 | +0.2% | 0.16% | -1.2% |
| Q2 2022 | $580,000 | -11.7% | 16,680 | -2.0% | 0.16% | -1.8% |
| Q1 2022 | $657,000 | -56.1% | 17,017 | -50.7% | 0.16% | -62.8% |
| Q4 2021 | $1,495,000 | +101.8% | 34,526 | +98.2% | 0.44% | +121.5% |
| Q3 2021 | $741,000 | -13.3% | 17,421 | -7.3% | 0.20% | -14.9% |
| Q2 2021 | $855,000 | -0.6% | 18,785 | -4.4% | 0.24% | -2.1% |
| Q1 2021 | $860,000 | -88.8% | 19,640 | -89.2% | 0.24% | -89.4% |
| Q4 2020 | $7,670,000 | +20.3% | 181,931 | +4.4% | 2.27% | +8.6% |
| Q3 2020 | $6,374,000 | +11.2% | 174,339 | +1.8% | 2.09% | +7.7% |
| Q2 2020 | $5,733,000 | +6.0% | 171,324 | -9.8% | 1.94% | -9.3% |
| Q1 2020 | $5,406,000 | -18.3% | 189,938 | +7.9% | 2.14% | +7.9% |
| Q4 2019 | $6,616,000 | +9.8% | 175,997 | +0.2% | 1.99% | -1.6% |
| Q3 2019 | $6,024,000 | +4.5% | 175,728 | +9.1% | 2.02% | -1.0% |
| Q2 2019 | $5,765,000 | -0.1% | 161,072 | -0.2% | 2.04% | -1.4% |
| Q1 2019 | $5,773,000 | +19.6% | 161,431 | +8.2% | 2.07% | +5.2% |
| Q4 2018 | $4,827,000 | +189.0% | 149,149 | +211.1% | 1.96% | +222.5% |
| Q3 2018 | $1,670,000 | +41650.0% | 47,948 | +44296.3% | 0.61% | +30350.0% |
| Q2 2018 | $4,000 | 0.0% | 108 | +0.9% | 0.00% | 0.0% |
| Q1 2018 | $4,000 | 0.0% | 107 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $4,000 | – | 107 | – | 0.00% | – |
Download | ||||||
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% |