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 | $385,074 | +8.8% | 11,471 | +11.5% | 0.03% | +12.0% |
Q2 2023 | $353,840 | +19.7% | 10,292 | +18.8% | 0.02% | +19.0% |
Q1 2023 | $295,553 | +3.0% | 8,660 | +5.0% | 0.02% | -8.7% |
Q2 2022 | $287,000 | -22.4% | 8,249 | -13.9% | 0.02% | -8.0% |
Q1 2022 | $370,000 | +22.1% | 9,581 | +31.1% | 0.02% | +25.0% |
Q4 2021 | $303,000 | -19.2% | 7,306 | -11.3% | 0.02% | -33.3% |
Q2 2021 | $375,000 | -5.5% | 8,241 | -9.2% | 0.03% | -21.1% |
Q1 2021 | $397,000 | -11.8% | 9,076 | -15.0% | 0.04% | -19.1% |
Q4 2020 | $450,000 | +36.8% | 10,679 | +18.7% | 0.05% | +88.0% |
Q3 2020 | $329,000 | -13.4% | 8,997 | -20.9% | 0.02% | -56.1% |
Q2 2020 | $380,000 | +84.5% | 11,370 | +107.5% | 0.06% | +119.2% |
Q4 2019 | $206,000 | – | 5,479 | – | 0.03% | – |
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% |