SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 507 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,239 | +32.7% | 304,992 | +35.9% | 3.23% | +30.0% |
| Q2 2023 | $7,713 | -47.3% | 224,344 | -47.7% | 2.48% | -0.8% |
| Q1 2023 | $14,647 | +52.7% | 429,163 | +47.5% | 2.50% | +37.8% |
| Q4 2022 | $9,591 | -99.9% | 290,990 | +2.4% | 1.82% | -2.0% |
| Q3 2022 | $8,819,000 | +9.3% | 284,124 | +22.5% | 1.85% | +15.7% |
| Q2 2022 | $8,066,000 | +89.7% | 231,985 | +110.8% | 1.60% | +12.8% |
| Q1 2022 | $4,252,000 | +14.2% | 110,044 | +22.6% | 1.42% | +14.7% |
| Q4 2021 | $3,723,000 | -59.3% | 89,737 | -58.3% | 1.24% | -61.6% |
| Q3 2021 | $9,150,000 | +4.6% | 215,138 | +11.9% | 3.22% | -5.3% |
| Q2 2021 | $8,751,000 | +4.3% | 192,339 | +0.3% | 3.40% | -4.1% |
| Q1 2021 | $8,394,000 | +13.8% | 191,737 | +9.6% | 3.55% | -1.7% |
| Q4 2020 | $7,374,000 | +12.6% | 174,915 | -2.3% | 3.61% | -4.1% |
| Q3 2020 | $6,547,000 | +11.1% | 179,063 | +1.7% | 3.77% | -1.2% |
| Q2 2020 | $5,894,000 | – | 176,151 | – | 3.81% | – |
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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% |