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% | – |
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% |