SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 574 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,756,970 | -3.2% | 141,703 | -0.9% | 0.88% | +4.3% |
| Q2 2023 | $4,913,556 | -2.8% | 142,919 | -3.5% | 0.84% | -8.4% |
| Q1 2023 | $5,054,176 | -15.9% | 148,086 | -18.8% | 0.92% | -20.3% |
| Q4 2022 | $6,012,926 | +86.4% | 182,431 | +75.5% | 1.15% | +72.5% |
| Q3 2022 | $3,226,000 | -24.3% | 103,928 | -15.2% | 0.67% | -17.1% |
| Q2 2022 | $4,259,000 | +13.6% | 122,489 | +26.2% | 0.80% | +30.4% |
| Q1 2022 | $3,749,000 | -5.6% | 97,030 | +1.3% | 0.62% | +3.9% |
| Q4 2021 | $3,972,000 | -2.4% | 95,744 | +0.1% | 0.59% | -10.7% |
| Q3 2021 | $4,068,000 | -6.5% | 95,641 | +0.0% | 0.66% | -7.5% |
| Q2 2021 | $4,351,000 | +3.6% | 95,634 | -0.3% | 0.72% | -3.9% |
| Q1 2021 | $4,200,000 | +3.1% | 95,943 | -0.7% | 0.75% | -1.3% |
| Q4 2020 | $4,072,000 | +15.0% | 96,589 | -0.3% | 0.76% | +1.9% |
| Q3 2020 | $3,541,000 | +8.3% | 96,865 | -0.9% | 0.74% | -0.9% |
| Q2 2020 | $3,271,000 | – | 97,769 | – | 0.75% | – |
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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% |