SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 603 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,061,054 | -5.3% | 61,396 | -3.0% | 0.07% | -4.2% |
| Q2 2023 | $2,176,966 | -19.9% | 63,321 | -20.5% | 0.07% | -21.7% |
| Q1 2023 | $2,718,605 | -40.3% | 79,654 | -42.3% | 0.09% | -42.1% |
| Q4 2022 | $4,553,233 | -51.4% | 138,144 | -54.2% | 0.16% | -55.2% |
| Q3 2022 | $9,363,000 | -24.8% | 301,649 | -15.8% | 0.36% | -22.1% |
| Q2 2022 | $12,449,000 | +11.5% | 358,050 | +24.0% | 0.46% | +20.3% |
| Q1 2022 | $11,161,000 | -11.9% | 288,849 | -5.4% | 0.38% | -15.0% |
| Q4 2021 | $12,669,000 | -16.6% | 305,362 | -14.5% | 0.45% | -25.2% |
| Q3 2021 | $15,189,000 | -35.8% | 357,142 | -31.3% | 0.60% | -36.6% |
| Q2 2021 | $23,650,000 | +25.0% | 519,770 | +20.2% | 0.94% | +15.6% |
| Q1 2021 | $18,926,000 | +42.2% | 432,304 | +36.9% | 0.81% | +34.8% |
| Q4 2020 | $13,314,000 | +13.9% | 315,807 | -1.2% | 0.60% | +2.6% |
| Q3 2020 | $11,687,000 | +8.4% | 319,662 | -0.8% | 0.59% | -2.2% |
| Q2 2020 | $10,784,000 | +7.3% | 322,296 | -8.7% | 0.60% | -11.0% |
| Q1 2020 | $10,047,000 | +617.6% | 353,016 | +848.0% | 0.68% | +754.4% |
| Q4 2019 | $1,400,000 | – | 37,237 | – | 0.08% | – |
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% |