SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 609 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,808,983 | +3.4% | 107,568 | -2.0% | 1.26% | -7.5% |
| Q3 2023 | $3,684,140 | -0.4% | 109,745 | +2.0% | 1.36% | +2.3% |
| Q2 2023 | $3,698,257 | +9.2% | 107,570 | +8.4% | 1.33% | +5.4% |
| Q1 2023 | $3,387,403 | +3.2% | 99,250 | -0.3% | 1.27% | -5.0% |
| Q4 2022 | $3,282,651 | +39.5% | 99,595 | +31.4% | 1.33% | +23.8% |
| Q3 2022 | $2,353,000 | -25.7% | 75,820 | -16.8% | 1.08% | -21.4% |
| Q2 2022 | $3,168,000 | +29.4% | 91,115 | +43.8% | 1.37% | +44.9% |
| Q1 2022 | $2,448,000 | +3.0% | 63,357 | +10.6% | 0.95% | +7.7% |
| Q4 2021 | $2,377,000 | +19.6% | 57,300 | +22.6% | 0.88% | +9.5% |
| Q3 2021 | $1,988,000 | -9.5% | 46,750 | -3.1% | 0.80% | -12.1% |
| Q2 2021 | $2,196,000 | +10.6% | 48,265 | +6.4% | 0.91% | +3.4% |
| Q1 2021 | $1,986,000 | +5.5% | 45,365 | +1.6% | 0.88% | -3.6% |
| Q4 2020 | $1,883,000 | +17.8% | 44,665 | +2.1% | 0.92% | +2.6% |
| Q3 2020 | $1,599,000 | +13.7% | 43,740 | +4.1% | 0.89% | +5.1% |
| Q2 2020 | $1,406,000 | +33.5% | 42,015 | +13.5% | 0.85% | +14.0% |
| Q1 2020 | $1,053,000 | +100.6% | 37,015 | +164.9% | 0.74% | +152.5% |
| Q4 2019 | $525,000 | +13.9% | 13,973 | +3.8% | 0.30% | +1.7% |
| Q3 2019 | $461,000 | – | 13,456 | – | 0.29% | – |
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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% |