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 | $3,603,977 | +2.2% | 107,357 | +4.7% | 0.34% | +4.7% |
| Q2 2023 | $3,526,531 | +2.8% | 102,575 | +2.0% | 0.32% | -2.4% |
| Q1 2023 | $3,431,191 | +10.7% | 100,533 | +6.9% | 0.33% | +4.5% |
| Q4 2022 | $3,100,514 | +15.8% | 94,069 | +9.1% | 0.31% | +5.0% |
| Q3 2022 | $2,677,000 | +0.8% | 86,245 | +12.9% | 0.30% | +5.7% |
| Q2 2022 | $2,656,000 | +5.9% | 76,401 | +17.7% | 0.28% | +19.4% |
| Q1 2022 | $2,507,000 | +14.1% | 64,887 | +22.5% | 0.24% | +19.1% |
| Q4 2021 | $2,198,000 | +27.6% | 52,984 | +30.8% | 0.20% | +17.1% |
| Q3 2021 | $1,723,000 | +22.1% | 40,504 | +30.6% | 0.17% | +18.1% |
| Q2 2021 | $1,411,000 | +41.4% | 31,017 | +36.1% | 0.14% | +33.3% |
| Q1 2021 | $998,000 | +87.9% | 22,796 | +80.9% | 0.11% | +77.0% |
| Q4 2020 | $531,000 | +137.1% | 12,604 | +105.6% | 0.06% | +103.3% |
| Q3 2020 | $224,000 | – | 6,131 | – | 0.03% | – |
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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% |