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 | $1,667,086 | -5.4% | 49,660 | -3.1% | 0.00% | -20.0% |
| Q2 2023 | $1,762,319 | +0.7% | 51,260 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $1,749,504 | +457.2% | 51,260 | +615.6% | 0.01% | +400.0% |
| Q1 2021 | $314,000 | +4.0% | 7,163 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $302,000 | +15.3% | 7,163 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $262,000 | +9.2% | 7,163 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $240,000 | +17.6% | 7,163 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $204,000 | -24.2% | 7,163 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $269,000 | +9.3% | 7,163 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $246,000 | -42.7% | 7,163 | -40.3% | 0.00% | -50.0% |
| Q2 2019 | $429,000 | 0.0% | 12,000 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $429,000 | – | 12,000 | – | 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% |