SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 520 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,333,137 | -1.0% | 635,482 | +1.4% | 0.74% | +3.7% |
| Q2 2023 | $21,556,693 | -2.9% | 627,013 | -3.6% | 0.71% | -7.7% |
| Q1 2023 | $22,192,739 | +4.0% | 650,241 | +0.4% | 0.77% | -4.8% |
| Q4 2022 | $21,348,776 | +4.2% | 647,718 | -1.9% | 0.81% | -7.8% |
| Q3 2022 | $20,493,000 | -9.2% | 660,200 | +1.7% | 0.88% | -7.2% |
| Q2 2022 | $22,563,000 | -6.2% | 648,912 | -1.6% | 0.95% | -1.6% |
| Q1 2022 | $24,063,000 | -32.9% | 659,440 | -23.7% | 0.96% | -22.9% |
| Q4 2021 | $35,863,000 | -23.7% | 864,387 | -21.8% | 1.25% | -32.4% |
| Q3 2021 | $47,001,000 | -10.7% | 1,105,119 | -4.4% | 1.85% | -10.6% |
| Q2 2021 | $52,623,000 | +16.0% | 1,156,546 | +11.6% | 2.06% | +5.1% |
| Q1 2021 | $45,361,000 | +193.4% | 1,036,103 | +182.6% | 1.96% | +169.3% |
| Q4 2020 | $15,458,000 | +3853.5% | 366,655 | +3324.1% | 0.73% | +3371.4% |
| Q3 2020 | $391,000 | +17.1% | 10,708 | +7.4% | 0.02% | +5.0% |
| Q2 2020 | $334,000 | -82.4% | 9,974 | -85.1% | 0.02% | -85.8% |
| Q1 2020 | $1,899,000 | -80.1% | 66,730 | -73.8% | 0.14% | -75.0% |
| Q4 2019 | $9,566,000 | +13.5% | 254,492 | +3.5% | 0.56% | +6.2% |
| Q3 2019 | $8,429,000 | -1.6% | 245,888 | +2.8% | 0.53% | -3.4% |
| Q2 2019 | $8,564,000 | +4.5% | 239,286 | +4.4% | 0.55% | +4.2% |
| Q1 2019 | $8,193,000 | +38.3% | 229,111 | +25.1% | 0.53% | +30.0% |
| Q4 2018 | $5,926,000 | +54.7% | 183,115 | +66.5% | 0.41% | +75.4% |
| Q3 2018 | $3,830,000 | – | 109,961 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNamara Financial Services, Inc. | 1,669,508 | $56,980,318 | 14.19% |
| Luken Investment Analytics, LLC | 668,276 | $22,808,260 | 13.40% |
| Brown Financial Advisory | 238,968 | $8,155,978 | 7.85% |
| CAPITAL WEALTH MANAGEMENT, LLC | 373,586 | $12,750,490 | 7.32% |
| Sterneck Capital Management, LLC | 301,544 | $10,291,683 | 6.48% |
| Financial Strategies Group, Inc. | 476,544 | $16,264,450 | 6.26% |
| Horizon Investments, LLC | 5,351,298 | $182,639,801 | 5.41% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 245,600 | $8,382,349 | 5.21% |
| WALLER FINANCIAL PLANNING GROUP, INC | 466,954 | $15,937,124 | 4.52% |
| Better Money Decisions, LLC | 155,510 | $5,307,568 | 4.48% |