SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 520 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $91,000 | +54.2% | 2,074 | 0.0% | 0.01% | +12.5% |
| Q1 2020 | $59,000 | -24.4% | 2,074 | 0.0% | 0.01% | -11.1% |
| Q4 2019 | $78,000 | +9.9% | 2,074 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $71,000 | -4.1% | 2,074 | 0.0% | 0.01% | -10.0% |
| Q2 2019 | $74,000 | 0.0% | 2,074 | 0.0% | 0.01% | -9.1% |
| Q1 2019 | $74,000 | +10.4% | 2,074 | 0.0% | 0.01% | +10.0% |
| Q4 2018 | $67,000 | -6.9% | 2,074 | 0.0% | 0.01% | +25.0% |
| Q3 2018 | $72,000 | -1.4% | 2,074 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $73,000 | -11.0% | 2,074 | 0.0% | 0.01% | -11.1% |
| Q1 2018 | $82,000 | +3.8% | 2,074 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $79,000 | +5.3% | 2,074 | +100.0% | 0.01% | +12.5% |
| Q3 2017 | $75,000 | +8.7% | 1,037 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $69,000 | +3.0% | 1,037 | 0.0% | 0.01% | +14.3% |
| Q1 2017 | $67,000 | +13.6% | 1,037 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $59,000 | -6.3% | 1,037 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $63,000 | +8.6% | 1,037 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $58,000 | +1.8% | 1,037 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $57,000 | +5.6% | 1,037 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $54,000 | +134.8% | 1,037 | +138.4% | 0.01% | +133.3% |
| Q3 2015 | $23,000 | -17.9% | 435 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $28,000 | 0.0% | 435 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $28,000 | +3.7% | 435 | 0.0% | 0.00% | -25.0% |
| Q4 2014 | $27,000 | -6.9% | 435 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $29,000 | 0.0% | 435 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $29,000 | +3.6% | 435 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $28,000 | – | 435 | – | 0.00% | – |
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% |