SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 337 filers reported holding SPDR INDEX SHS FDS in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,024,032 | -18.6% | 60,293 | -16.6% | 0.62% | -15.9% |
| Q2 2023 | $2,486,056 | +0.9% | 72,311 | +0.1% | 0.74% | -3.4% |
| Q1 2023 | $2,464,312 | +3.4% | 72,204 | -0.2% | 0.76% | -2.2% |
| Q4 2022 | $2,384,118 | +7.2% | 72,334 | +1.0% | 0.78% | -1.9% |
| Q3 2022 | $2,224,000 | -8.6% | 71,651 | +2.3% | 0.79% | -4.8% |
| Q2 2022 | $2,434,000 | -8.6% | 70,010 | +1.6% | 0.83% | +7.8% |
| Q1 2022 | $2,664,000 | +4.9% | 68,933 | +12.6% | 0.77% | +8.9% |
| Q4 2021 | $2,540,000 | +13.1% | 61,215 | +24.0% | 0.71% | -7.1% |
| Q3 2021 | $2,246,000 | 0.0% | 49,373 | 0.0% | 0.76% | +0.1% |
| Q2 2021 | $2,246,000 | +32.4% | 49,373 | +27.4% | 0.76% | +23.3% |
| Q1 2021 | $1,697,000 | +9.1% | 38,766 | +5.0% | 0.62% | -1.0% |
| Q4 2020 | $1,556,000 | +15.6% | 36,906 | +0.3% | 0.62% | +1.8% |
| Q3 2020 | $1,346,000 | +20.9% | 36,813 | +10.7% | 0.61% | +12.7% |
| Q2 2020 | $1,113,000 | +46.1% | 33,263 | +24.2% | 0.54% | +19.5% |
| Q1 2020 | $762,000 | -5.0% | 26,774 | +25.4% | 0.46% | +25.6% |
| Q4 2019 | $802,000 | +33.2% | 21,346 | +21.5% | 0.36% | +23.5% |
| Q3 2019 | $602,000 | +0.2% | 17,570 | +4.6% | 0.29% | -1.7% |
| Q2 2019 | $601,000 | – | 16,792 | – | 0.30% | – |
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% |