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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $209,968 | +0.0% | 6,152 | -3.4% | 0.07% | -18.4% |
| Q4 2022 | $209,922 | +3.4% | 6,369 | -2.7% | 0.09% | -15.5% |
| Q3 2022 | $203,000 | -12.1% | 6,548 | -1.8% | 0.10% | -9.6% |
| Q2 2022 | $231,000 | -11.2% | 6,668 | -1.1% | 0.11% | +23.9% |
| Q1 2022 | $260,000 | -9.4% | 6,742 | -2.8% | 0.09% | -7.1% |
| Q4 2021 | $287,000 | +0.3% | 6,939 | +2.8% | 0.10% | -16.1% |
| Q3 2021 | $286,000 | -12.3% | 6,748 | -6.1% | 0.12% | +7.3% |
| Q2 2021 | $326,000 | +11.3% | 7,184 | +7.1% | 0.11% | -1.8% |
| Q1 2021 | $293,000 | +8.5% | 6,705 | +4.4% | 0.11% | +15.5% |
| Q4 2020 | $270,000 | – | 6,422 | – | 0.10% | – |
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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% |