SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 584 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,709,727 | +5.5% | 140,412 | +8.1% | 0.84% | +6.1% |
| Q2 2023 | $4,465,629 | +7.8% | 129,890 | +7.0% | 0.79% | -1.6% |
| Q1 2023 | $4,143,314 | +11.2% | 121,398 | +7.4% | 0.81% | +1.9% |
| Q4 2022 | $3,727,152 | +11.2% | 113,082 | +4.7% | 0.79% | -1.1% |
| Q3 2022 | $3,353,000 | +4.5% | 108,033 | +17.1% | 0.80% | +4.7% |
| Q2 2022 | $3,209,000 | +3.9% | 92,241 | +15.4% | 0.76% | +23.4% |
| Q1 2022 | $3,089,000 | +14.0% | 79,966 | +22.5% | 0.62% | +14.2% |
| Q4 2021 | $2,710,000 | +10.9% | 65,298 | +13.6% | 0.54% | -28.3% |
| Q3 2021 | $2,444,000 | +1.9% | 57,467 | +9.0% | 0.76% | +6.9% |
| Q2 2021 | $2,399,000 | +34.9% | 52,724 | +29.8% | 0.71% | +8.9% |
| Q1 2021 | $1,778,000 | +11.9% | 40,616 | +7.8% | 0.65% | +4.0% |
| Q4 2020 | $1,589,000 | +42.8% | 37,682 | +23.7% | 0.62% | +7.0% |
| Q3 2020 | $1,113,000 | +56.3% | 30,454 | +43.0% | 0.58% | +17.5% |
| Q2 2020 | $712,000 | +39.1% | 21,290 | +18.4% | 0.50% | -2.0% |
| Q1 2020 | $512,000 | -8.7% | 17,989 | +20.6% | 0.51% | +7.4% |
| Q4 2019 | $561,000 | – | 14,912 | – | 0.47% | – |
Download | ||||||
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% |