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 | $380,183 | -13.6% | 11,325 | -11.5% | 0.03% | -11.4% |
| Q2 2023 | $440,022 | -72.9% | 12,799 | -73.1% | 0.04% | -75.5% |
| Q1 2023 | $1,623,868 | +0.2% | 47,579 | -3.2% | 0.14% | -9.5% |
| Q4 2022 | $1,620,640 | -5.4% | 49,170 | -11.0% | 0.16% | +9.7% |
| Q3 2022 | $1,714,000 | -11.5% | 55,237 | -0.9% | 0.14% | -30.4% |
| Q2 2022 | $1,937,000 | -26.1% | 55,730 | -6.9% | 0.21% | -19.1% |
| Q1 2022 | $2,621,000 | +11.5% | 59,889 | +5.7% | 0.26% | +34.7% |
| Q4 2021 | $2,350,000 | -6.2% | 56,645 | -3.9% | 0.19% | -14.0% |
| Q3 2021 | $2,505,000 | -7.6% | 58,922 | -1.2% | 0.22% | -12.3% |
| Q2 2021 | $2,712,000 | +3.5% | 59,614 | -0.5% | 0.25% | -5.6% |
| Q1 2021 | $2,621,000 | +3.8% | 59,889 | -0.0% | 0.27% | -2.9% |
| Q4 2020 | $2,525,000 | -10.1% | 59,905 | -22.1% | 0.28% | -24.5% |
| Q3 2020 | $2,809,000 | +4.2% | 76,856 | -4.6% | 0.36% | -1.9% |
| Q2 2020 | $2,696,000 | +16.0% | 80,598 | -1.4% | 0.37% | -11.5% |
| Q1 2020 | $2,325,000 | -7.3% | 81,723 | +22.4% | 0.42% | +13.6% |
| Q4 2019 | $2,509,000 | +21.6% | 66,770 | +10.9% | 0.37% | +8.8% |
| Q3 2019 | $2,063,000 | -1.3% | 60,200 | +3.1% | 0.34% | -3.7% |
| Q2 2019 | $2,090,000 | +12.4% | 58,385 | +12.2% | 0.35% | +8.3% |
| Q1 2019 | $1,860,000 | +42.3% | 52,026 | +28.8% | 0.32% | +20.4% |
| Q4 2018 | $1,307,000 | +5.5% | 40,403 | +13.6% | 0.27% | +20.5% |
| Q3 2018 | $1,239,000 | +189.5% | 35,579 | +193.7% | 0.22% | +163.5% |
| Q2 2018 | $428,000 | – | 12,116 | – | 0.08% | – |
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% |