SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 603 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,525,118 | +0.1% | 551,835 | +2.5% | 0.44% | +2.4% |
| Q2 2023 | $18,504,055 | -4.3% | 538,221 | -5.0% | 0.42% | -12.6% |
| Q1 2023 | $19,330,689 | +5.8% | 566,384 | +2.1% | 0.49% | -10.5% |
| Q4 2022 | $18,276,125 | +97.8% | 554,494 | +86.3% | 0.54% | +69.7% |
| Q3 2022 | $9,241,000 | -2.0% | 297,708 | +9.8% | 0.32% | -3.9% |
| Q2 2022 | $9,431,000 | -6.9% | 271,229 | +3.4% | 0.33% | +5.0% |
| Q1 2022 | $10,134,000 | -27.0% | 262,260 | -21.7% | 0.32% | -23.6% |
| Q4 2021 | $13,890,000 | +6.7% | 334,768 | +9.4% | 0.42% | -5.9% |
| Q3 2021 | $13,012,000 | +3.5% | 305,946 | +10.7% | 0.44% | +1.6% |
| Q2 2021 | $12,574,000 | +5.2% | 276,342 | +1.2% | 0.43% | -2.0% |
| Q1 2021 | $11,952,000 | +0.3% | 273,010 | -3.4% | 0.44% | -6.1% |
| Q4 2020 | $11,914,000 | +12.6% | 282,587 | -2.4% | 0.47% | +0.9% |
| Q3 2020 | $10,583,000 | -14.1% | 289,476 | -21.3% | 0.47% | -20.5% |
| Q2 2020 | $12,313,000 | +2.2% | 367,988 | -13.1% | 0.59% | -16.0% |
| Q1 2020 | $12,050,000 | +59.5% | 423,409 | +110.6% | 0.70% | +104.4% |
| Q4 2019 | $7,557,000 | -2.6% | 201,048 | -11.1% | 0.34% | -5.8% |
| Q3 2019 | $7,755,000 | +0.6% | 226,239 | +5.1% | 0.36% | -1.6% |
| Q2 2019 | $7,707,000 | +2.9% | 215,330 | +2.8% | 0.37% | -5.1% |
| Q1 2019 | $7,490,000 | +10.8% | 209,455 | +0.3% | 0.39% | 0.0% |
| Q4 2018 | $6,759,000 | – | 208,869 | – | 0.39% | – |
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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% |