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 | ||||
|---|---|---|---|---|---|---|
| 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. | 1,559,029 | $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% |