SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 584 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,811,075 | +9.4% | 679,508 | +12.1% | 0.14% | -0.7% |
| Q2 2023 | $20,848,395 | +17.5% | 606,411 | +16.6% | 0.14% | +10.7% |
| Q1 2023 | $17,745,400 | +50.7% | 519,936 | +45.5% | 0.13% | +37.9% |
| Q4 2022 | $11,776,560 | +102.8% | 357,299 | +91.0% | 0.10% | +31.9% |
| Q3 2022 | $5,808,000 | -1.3% | 187,105 | +10.6% | 0.07% | -4.0% |
| Q2 2022 | $5,882,000 | -11.1% | 169,151 | -1.2% | 0.08% | -6.2% |
| Q1 2022 | $6,616,000 | +27.8% | 171,225 | +37.2% | 0.08% | +27.0% |
| Q4 2021 | $5,177,000 | +576.7% | 124,785 | +593.8% | 0.06% | +530.0% |
| Q3 2021 | $765,000 | -3.8% | 17,985 | +2.9% | 0.01% | -9.1% |
| Q2 2021 | $795,000 | +12.3% | 17,474 | +8.0% | 0.01% | -26.7% |
| Q1 2021 | $708,000 | +74.4% | 16,173 | +68.0% | 0.02% | +66.7% |
| Q4 2020 | $406,000 | +144.6% | 9,625 | +94.2% | 0.01% | +125.0% |
| Q2 2020 | $166,000 | -21.0% | 4,956 | -10.7% | 0.00% | -33.3% |
| Q4 2019 | $210,000 | -15.3% | 5,552 | +45.2% | 0.01% | -68.4% |
| Q4 2013 | $248,000 | +3.3% | 3,825 | +0.5% | 0.02% | -9.5% |
| Q3 2013 | $240,000 | +6.7% | 3,805 | +1.5% | 0.02% | -4.5% |
| Q2 2013 | $225,000 | – | 3,749 | – | 0.02% | – |
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% |