SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 614 filers reported holding SPDR INDEX SHS FDS in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12 | 0.0% | 362 | 0.0% | 0.00% | – |
| Q2 2023 | $12 | 0.0% | 362 | 0.0% | 0.00% | – |
| Q1 2023 | $12 | 0.0% | 362 | 0.0% | 0.00% | – |
| Q4 2022 | $12 | -100.0% | 362 | -89.2% | 0.00% | – |
| Q3 2022 | $104,000 | -11.1% | 3,362 | 0.0% | 0.00% | – |
| Q2 2022 | $117,000 | -10.0% | 3,362 | -0.3% | 0.00% | – |
| Q1 2022 | $130,000 | +712.5% | 3,372 | +749.4% | 0.00% | – |
| Q4 2021 | $16,000 | -23.8% | 397 | -20.9% | 0.00% | – |
| Q3 2021 | $21,000 | -8.7% | 502 | 0.0% | 0.00% | – |
| Q2 2021 | $23,000 | +4.5% | 502 | 0.0% | 0.00% | – |
| Q1 2021 | $22,000 | +10.0% | 502 | +6.4% | 0.00% | – |
| Q4 2020 | $20,000 | -33.3% | 472 | -41.4% | 0.00% | – |
| Q3 2020 | $30,000 | +50.0% | 806 | +38.3% | 0.00% | – |
| Q2 2020 | $20,000 | -16.7% | 583 | -30.0% | 0.00% | – |
| Q1 2020 | $24,000 | -67.1% | 833 | -57.3% | 0.00% | – |
| Q4 2019 | $73,000 | +4.3% | 1,952 | -5.4% | 0.00% | – |
| Q3 2019 | $70,000 | 0.0% | 2,064 | +5.4% | 0.00% | – |
| Q2 2019 | $70,000 | +233.3% | 1,959 | +229.2% | 0.00% | – |
| Q1 2019 | $21,000 | +23.5% | 595 | +11.0% | 0.00% | – |
| Q4 2018 | $17,000 | -15.0% | 536 | -8.8% | 0.00% | – |
| Q3 2018 | $20,000 | -95.2% | 588 | -91.0% | 0.00% | -100.0% |
| Q3 2013 | $414,000 | +5.9% | 6,558 | 0.0% | 0.00% | -25.0% |
| Q2 2013 | $391,000 | – | 6,558 | – | 0.00% | – |
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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% |