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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $348,322 | -2.7% | 10,376 | -0.4% | 0.46% | -15.6% |
| Q2 2023 | $358,151 | +6.0% | 10,417 | +5.2% | 0.55% | +1.7% |
| Q1 2023 | $337,973 | +13.2% | 9,902 | +9.3% | 0.54% | +5.7% |
| Q4 2022 | $298,502 | +7.4% | 9,056 | +1.0% | 0.51% | +0.8% |
| Q3 2022 | $278,000 | +6.1% | 8,970 | +18.9% | 0.51% | +18.7% |
| Q2 2022 | $262,000 | -4.0% | 7,545 | +6.7% | 0.43% | +9.7% |
| Q1 2022 | $273,000 | -2.8% | 7,070 | +4.4% | 0.39% | +8.6% |
| Q4 2021 | $281,000 | -7.0% | 6,774 | -4.5% | 0.36% | -8.2% |
| Q3 2021 | $302,000 | -2.3% | 7,092 | +4.6% | 0.39% | -5.6% |
| Q2 2021 | $309,000 | +13.2% | 6,781 | +8.6% | 0.41% | +5.9% |
| Q1 2021 | $273,000 | +23.5% | 6,243 | +19.1% | 0.39% | +19.2% |
| Q4 2020 | $221,000 | +27.0% | 5,240 | +9.9% | 0.33% | +10.1% |
| Q3 2020 | $174,000 | +24.3% | 4,770 | +13.9% | 0.30% | +0.7% |
| Q2 2020 | $140,000 | +18.6% | 4,188 | +0.8% | 0.30% | +17.0% |
| Q1 2020 | $118,000 | -88.0% | 4,155 | -84.2% | 0.25% | -87.7% |
| Q4 2019 | $986,000 | +135.9% | 26,242 | +115.4% | 2.05% | +126.8% |
| Q3 2019 | $418,000 | +18.4% | 12,184 | +23.7% | 0.90% | -1.3% |
| Q2 2019 | $353,000 | +620.4% | 9,851 | +622.2% | 0.92% | +650.8% |
| Q1 2019 | $49,000 | +1125.0% | 1,364 | +933.3% | 0.12% | +838.5% |
| Q4 2018 | $4,000 | – | 132 | – | 0.01% | – |
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% |