SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 609 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,880,438 | +94.0% | 145,381 | +98.7% | 0.74% | +109.3% |
| Q2 2023 | $2,516,066 | +252.2% | 73,184 | +249.7% | 0.36% | +228.7% |
| Q1 2023 | $714,307 | +3.5% | 20,929 | 0.0% | 0.11% | 0.0% |
| Q4 2022 | $689,820 | -20.7% | 20,929 | -25.4% | 0.11% | -25.5% |
| Q3 2022 | $870,000 | +5.5% | 28,041 | +18.1% | 0.14% | +7.4% |
| Q2 2022 | $825,000 | +8.0% | 23,738 | +20.0% | 0.14% | +26.2% |
| Q1 2022 | $764,000 | +175.8% | 19,778 | +195.7% | 0.11% | +189.2% |
| Q4 2021 | $277,000 | -1.8% | 6,688 | +1.0% | 0.04% | -11.9% |
| Q3 2021 | $282,000 | -2.8% | 6,619 | +3.9% | 0.04% | -20.8% |
| Q2 2021 | $290,000 | +5.8% | 6,368 | +1.8% | 0.05% | -10.2% |
| Q1 2021 | $274,000 | +6.6% | 6,257 | +2.5% | 0.06% | 0.0% |
| Q4 2020 | $257,000 | +10.8% | 6,105 | -3.6% | 0.06% | 0.0% |
| Q3 2020 | $232,000 | -0.9% | 6,335 | -9.5% | 0.06% | -19.2% |
| Q2 2020 | $234,000 | -56.0% | 7,000 | -62.6% | 0.07% | -68.0% |
| Q1 2020 | $532,000 | +49.9% | 18,694 | +97.8% | 0.23% | +79.5% |
| Q4 2019 | $355,000 | +6.9% | 9,452 | -2.5% | 0.13% | +1.6% |
| Q3 2019 | $332,000 | -4.3% | 9,695 | 0.0% | 0.12% | -8.8% |
| Q2 2019 | $347,000 | 0.0% | 9,695 | 0.0% | 0.14% | -9.9% |
| Q1 2019 | $347,000 | -2.0% | 9,695 | -11.3% | 0.15% | +6.3% |
| Q4 2018 | $354,000 | – | 10,926 | – | 0.14% | – |
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% |