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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $432,172 | -5.8% | 13,112 | -11.4% | 0.01% | 0.0% |
| Q3 2022 | $459,000 | -24.1% | 14,797 | -15.0% | 0.01% | -18.2% |
| Q2 2022 | $605,000 | -11.9% | 17,409 | -2.0% | 0.01% | 0.0% |
| Q1 2022 | $687,000 | -52.4% | 17,769 | -48.9% | 0.01% | -47.6% |
| Q4 2021 | $1,442,000 | -94.5% | 34,757 | -94.4% | 0.02% | -95.0% |
| Q3 2021 | $26,378,000 | -11.9% | 620,193 | -5.7% | 0.42% | +5.3% |
| Q2 2021 | $29,924,000 | -1.8% | 657,661 | -5.5% | 0.40% | -13.3% |
| Q1 2021 | $30,463,000 | -14.5% | 695,817 | -17.7% | 0.46% | -17.1% |
| Q4 2020 | $35,646,000 | +7.3% | 845,503 | -7.0% | 0.55% | -3.2% |
| Q3 2020 | $33,231,000 | +3.1% | 908,945 | -5.6% | 0.57% | -57.8% |
| Q2 2020 | $32,232,000 | +18.1% | 963,286 | +0.4% | 1.35% | +7.9% |
| Q1 2020 | $27,295,000 | -28.0% | 959,073 | -4.9% | 1.25% | -1.3% |
| Q4 2019 | $37,892,000 | +6.0% | 1,008,027 | -3.3% | 1.26% | +2.3% |
| Q3 2019 | $35,733,000 | -10.2% | 1,042,388 | -6.2% | 1.24% | -0.6% |
| Q2 2019 | $39,787,000 | -2.8% | 1,111,692 | -2.9% | 1.24% | -4.8% |
| Q1 2019 | $40,935,000 | +10.9% | 1,144,723 | +0.4% | 1.31% | +1.5% |
| Q4 2018 | $36,914,000 | -6.4% | 1,140,719 | +0.7% | 1.29% | +5.3% |
| Q3 2018 | $39,440,000 | +1.0% | 1,132,362 | +2.4% | 1.22% | -1.9% |
| Q2 2018 | $39,066,000 | -2.1% | 1,105,427 | +8.8% | 1.25% | -3.0% |
| Q1 2018 | $39,919,000 | +358.3% | 1,015,761 | +344.9% | 1.29% | +345.3% |
| Q4 2017 | $8,710,000 | – | 228,318 | – | 0.29% | – |
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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% |