SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 195 filers reported holding SPDR INDEX SHS FDS in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $248,534 | -1.8% | 7,403 | +0.6% | 0.01% | 0.0% |
| Q2 2023 | $252,983 | +11.9% | 7,358 | +11.1% | 0.01% | +16.7% |
| Q1 2023 | $226,009 | -23.2% | 6,622 | -25.9% | 0.01% | -33.3% |
| Q4 2022 | $294,366 | -68.3% | 8,931 | -70.2% | 0.01% | -72.7% |
| Q3 2022 | $930,000 | -9.0% | 29,946 | +1.9% | 0.03% | -5.7% |
| Q2 2022 | $1,022,000 | +48.3% | 29,398 | +64.7% | 0.04% | +75.0% |
| Q1 2022 | $689,000 | +64.0% | 17,846 | +76.5% | 0.02% | +66.7% |
| Q4 2021 | $420,000 | -10.3% | 10,112 | -8.1% | 0.01% | -20.0% |
| Q3 2021 | $468,000 | -35.4% | 11,001 | -31.0% | 0.02% | -34.8% |
| Q2 2021 | $725,000 | +2.4% | 15,937 | -1.3% | 0.02% | -11.5% |
| Q1 2021 | $708,000 | +23.1% | 16,149 | +18.2% | 0.03% | +13.0% |
| Q4 2020 | $575,000 | -29.5% | 13,666 | -38.8% | 0.02% | -39.5% |
| Q3 2020 | $816,000 | +67.9% | 22,347 | +53.9% | 0.04% | +40.7% |
| Q2 2020 | $486,000 | -1.8% | 14,521 | -16.4% | 0.03% | -15.6% |
| Q1 2020 | $495,000 | +110.6% | 17,361 | +178.7% | 0.03% | +166.7% |
| Q4 2019 | $235,000 | -82.6% | 6,230 | -83.5% | 0.01% | -85.5% |
| Q3 2019 | $1,351,000 | 0.0% | 37,775 | 0.0% | 0.08% | 0.0% |
| Q2 2019 | $1,351,000 | -5.1% | 37,775 | -5.1% | 0.08% | -17.0% |
| Q1 2019 | $1,423,000 | +15711.1% | 39,785 | +13908.8% | 0.10% | +9900.0% |
| Q4 2018 | $9,000 | +800.0% | 284 | +592.7% | 0.00% | – |
| Q3 2018 | $1,000 | -99.6% | 41 | -99.4% | 0.00% | -100.0% |
| Q1 2018 | $250,000 | +16.3% | 6,372 | +13.2% | 0.02% | +5.3% |
| Q4 2017 | $215,000 | – | 5,631 | – | 0.02% | – |
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% |