SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 584 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $264,867 | -16.8% | 7,890 | -14.8% | 0.09% | -8.7% |
| Q2 2023 | $318,531 | -42.6% | 9,265 | -43.0% | 0.10% | +7.3% |
| Q1 2023 | $554,544 | +149.9% | 16,248 | +141.3% | 0.10% | +20.0% |
| Q4 2022 | $221,920 | -14.0% | 6,733 | -19.1% | 0.08% | -16.7% |
| Q3 2022 | $258,000 | -14.9% | 8,323 | -4.5% | 0.10% | -11.9% |
| Q2 2022 | $303,000 | -7.1% | 8,717 | +3.4% | 0.11% | +12.4% |
| Q1 2022 | $326,000 | 0.0% | 8,432 | +7.4% | 0.10% | +6.6% |
| Q4 2021 | $326,000 | -2.4% | 7,853 | 0.0% | 0.09% | -13.3% |
| Q3 2021 | $334,000 | -6.4% | 7,853 | 0.0% | 0.10% | 0.0% |
| Q2 2021 | $357,000 | +7.5% | 7,853 | +3.5% | 0.10% | +1.9% |
| Q1 2021 | $332,000 | +3.1% | 7,586 | -0.6% | 0.10% | -9.6% |
| Q4 2020 | $322,000 | +43.8% | 7,635 | +24.8% | 0.11% | +21.3% |
| Q3 2020 | $224,000 | -12.5% | 6,120 | -10.5% | 0.09% | -13.8% |
| Q4 2019 | $256,000 | – | 6,835 | – | 0.11% | – |
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% |