SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 609 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,236,456 | +23.5% | 424,087 | +26.5% | 0.02% | +26.7% |
| Q2 2023 | $11,524,280 | +46.4% | 335,203 | +45.3% | 0.02% | +36.4% |
| Q1 2023 | $7,873,053 | -10.2% | 230,679 | -13.3% | 0.01% | -15.4% |
| Q4 2022 | $8,768,253 | +72.6% | 266,030 | +62.6% | 0.01% | +44.4% |
| Q3 2022 | $5,079,000 | +16.6% | 163,649 | +30.6% | 0.01% | +28.6% |
| Q2 2022 | $4,356,000 | +11.7% | 125,311 | +24.2% | 0.01% | +16.7% |
| Q1 2022 | $3,898,000 | +43.8% | 100,900 | +54.4% | 0.01% | +50.0% |
| Q4 2021 | $2,710,000 | +35.8% | 65,336 | +39.3% | 0.00% | 0.0% |
| Q3 2021 | $1,995,000 | +10.9% | 46,913 | +18.7% | 0.00% | +33.3% |
| Q2 2021 | $1,799,000 | +18.7% | 39,532 | +14.2% | 0.00% | 0.0% |
| Q1 2021 | $1,516,000 | +38.7% | 34,624 | +33.5% | 0.00% | 0.0% |
| Q4 2020 | $1,093,000 | +57.0% | 25,928 | +36.2% | 0.00% | +50.0% |
| Q3 2020 | $696,000 | +34.6% | 19,034 | +23.1% | 0.00% | 0.0% |
| Q2 2020 | $517,000 | -1.3% | 15,466 | -16.0% | 0.00% | 0.0% |
| Q1 2020 | $524,000 | -26.2% | 18,413 | -2.5% | 0.00% | 0.0% |
| Q4 2019 | $710,000 | +450.4% | 18,884 | +402.0% | 0.00% | – |
| Q3 2019 | $129,000 | +38.7% | 3,762 | +44.7% | 0.00% | – |
| Q2 2019 | $93,000 | +121.4% | 2,599 | +119.3% | 0.00% | – |
| Q1 2019 | $42,000 | +223.1% | 1,185 | +196.2% | 0.00% | – |
| Q4 2018 | $13,000 | +225.0% | 400 | +254.0% | 0.00% | – |
| Q3 2018 | $4,000 | 0.0% | 113 | 0.0% | 0.00% | – |
| Q2 2018 | $4,000 | +100.0% | 113 | +197.4% | 0.00% | – |
| Q2 2016 | $2,000 | – | 38 | – | 0.00% | – |
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% |