SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 409 filers reported holding SPDR INDEX SHS FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $978,000 | +21.9% | 25,313 | +31.0% | 0.00% | – |
| Q4 2021 | $802,000 | -94.8% | 19,325 | -94.6% | 0.00% | -100.0% |
| Q3 2021 | $15,346,000 | -35.6% | 360,832 | -31.1% | 0.01% | -30.8% |
| Q2 2021 | $23,833,000 | +24.7% | 523,792 | +20.0% | 0.01% | +18.2% |
| Q1 2021 | $19,106,000 | +41.1% | 436,406 | +35.8% | 0.01% | +37.5% |
| Q4 2020 | $13,545,000 | +14.5% | 321,266 | -0.7% | 0.01% | 0.0% |
| Q3 2020 | $11,832,000 | +8.7% | 323,627 | -0.5% | 0.01% | 0.0% |
| Q2 2020 | $10,888,000 | +8.4% | 325,403 | -7.8% | 0.01% | -11.1% |
| Q1 2020 | $10,047,000 | +617.6% | 353,016 | +848.0% | 0.01% | +800.0% |
| Q4 2019 | $1,400,000 | – | 37,237 | – | 0.00% | – |
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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% |