SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 507 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,039,813 | -37.7% | 30,466 | -16.9% | 0.02% | -37.5% |
| Q2 2021 | $1,668,000 | +38.1% | 36,649 | +32.8% | 0.03% | +18.5% |
| Q1 2021 | $1,208,000 | -9.6% | 27,593 | -24.5% | 0.03% | -34.1% |
| Q3 2020 | $1,337,000 | -24.8% | 36,557 | -31.2% | 0.04% | -32.8% |
| Q2 2020 | $1,778,000 | -23.2% | 53,144 | -34.7% | 0.06% | -65.7% |
| Q1 2020 | $2,316,000 | +24.7% | 81,367 | +64.6% | 0.18% | +256.0% |
| Q4 2019 | $1,858,000 | +11.9% | 49,421 | +2.0% | 0.05% | -15.3% |
| Q3 2019 | $1,661,000 | -24.8% | 48,463 | -27.4% | 0.06% | -28.0% |
| Q2 2019 | $2,208,000 | -25.9% | 66,799 | -19.9% | 0.08% | -34.9% |
| Q1 2019 | $2,981,000 | +129.5% | 83,352 | +107.6% | 0.13% | +117.2% |
| Q4 2018 | $1,299,000 | +9.3% | 40,151 | +17.6% | 0.06% | +23.4% |
| Q3 2018 | $1,189,000 | -13.7% | 34,146 | -12.4% | 0.05% | -23.0% |
| Q2 2018 | $1,378,000 | +4.5% | 38,994 | +16.2% | 0.06% | -4.7% |
| Q1 2018 | $1,319,000 | +371.1% | 33,567 | +356.6% | 0.06% | +357.1% |
| Q4 2017 | $280,000 | -52.6% | 7,351 | -9.8% | 0.01% | -56.2% |
| Q3 2017 | $591,000 | – | 8,150 | – | 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% |