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 2022 | $1,814,000 | -10.8% | 58,435 | -0.1% | 0.97% | -3.8% |
| Q2 2022 | $2,034,000 | -8.3% | 58,487 | +1.8% | 1.01% | +16.5% |
| Q1 2022 | $2,219,000 | -2.4% | 57,440 | +4.8% | 0.87% | -3.3% |
| Q4 2021 | $2,274,000 | -4.1% | 54,807 | -1.7% | 0.90% | -6.6% |
| Q3 2021 | $2,371,000 | -9.4% | 55,747 | -3.1% | 0.96% | -7.7% |
| Q2 2021 | $2,618,000 | +10.7% | 57,533 | +6.4% | 1.04% | +1.6% |
| Q1 2021 | $2,366,000 | -31.3% | 54,049 | -33.8% | 1.02% | -23.5% |
| Q4 2020 | $3,444,000 | +35.4% | 81,684 | +17.4% | 1.34% | +16.8% |
| Q3 2020 | $2,543,000 | +117.5% | 69,570 | +99.2% | 1.15% | +98.3% |
| Q2 2020 | $1,169,000 | -44.6% | 34,924 | -52.9% | 0.58% | -70.3% |
| Q1 2020 | $2,110,000 | -31.5% | 74,133 | -9.5% | 1.95% | +38.4% |
| Q4 2019 | $3,080,000 | +14.2% | 81,941 | +4.2% | 1.41% | +9.7% |
| Q3 2019 | $2,696,000 | -5.2% | 78,651 | -1.0% | 1.28% | -0.5% |
| Q2 2019 | $2,844,000 | +8.1% | 79,476 | +8.1% | 1.29% | +3.2% |
| Q1 2019 | $2,630,000 | +36.3% | 73,542 | +23.3% | 1.25% | +26.3% |
| Q4 2018 | $1,930,000 | -6.3% | 59,638 | +0.8% | 0.99% | +19.2% |
| Q3 2018 | $2,060,000 | +8.6% | 59,147 | +10.2% | 0.83% | -3.7% |
| Q2 2018 | $1,897,000 | -4.3% | 53,687 | +6.4% | 0.86% | -4.4% |
| Q1 2018 | $1,982,000 | +10.3% | 50,440 | +7.1% | 0.90% | +16.5% |
| Q4 2017 | $1,797,000 | – | 47,116 | – | 0.77% | – |
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% |