SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 472 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $210,000 | -10.3% | 6,044 | 0.0% | 0.09% | +9.8% |
| Q1 2022 | $234,000 | -6.8% | 6,044 | 0.0% | 0.08% | 0.0% |
| Q4 2021 | $251,000 | -1.6% | 6,044 | +0.9% | 0.08% | -6.8% |
| Q3 2021 | $255,000 | -4.9% | 5,992 | +1.7% | 0.09% | -1.1% |
| Q2 2021 | $268,000 | +3.9% | 5,892 | 0.0% | 0.09% | -6.3% |
| Q1 2021 | $258,000 | +4.0% | 5,892 | 0.0% | 0.10% | -3.1% |
| Q4 2020 | $248,000 | +3.8% | 5,892 | -9.9% | 0.10% | -13.3% |
| Q3 2020 | $239,000 | -12.5% | 6,537 | -19.7% | 0.11% | -16.3% |
| Q2 2020 | $273,000 | +6.2% | 8,145 | -9.7% | 0.14% | -17.7% |
| Q1 2020 | $257,000 | -19.7% | 9,020 | +6.0% | 0.16% | +7.2% |
| Q4 2019 | $320,000 | +18.5% | 8,513 | +8.2% | 0.15% | +14.2% |
| Q3 2019 | $270,000 | -4.3% | 7,868 | 0.0% | 0.13% | -13.0% |
| Q2 2019 | $282,000 | – | 7,868 | – | 0.15% | – |
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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% |