SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 599 filers reported holding SPDR INDEX SHS FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $442,576 | +87365.6% | 13,184 | -10.5% | 0.10% | -10.9% |
| Q2 2023 | $506 | -55.8% | 14,724 | -56.0% | 0.11% | -54.5% |
| Q1 2023 | $1,144 | +4.0% | 33,453 | +0.3% | 0.24% | -2.4% |
| Q4 2022 | $1,100 | -99.9% | 33,364 | -15.7% | 0.25% | -12.1% |
| Q3 2022 | $1,214,000 | -12.1% | 39,585 | -1.8% | 0.28% | -9.3% |
| Q2 2022 | $1,381,000 | -43.8% | 40,304 | -36.6% | 0.31% | -34.0% |
| Q1 2022 | $2,456,000 | -10.0% | 63,563 | -3.3% | 0.47% | -10.1% |
| Q4 2021 | $2,730,000 | -0.1% | 65,764 | +2.3% | 0.52% | +2.1% |
| Q3 2021 | $2,734,000 | -41.2% | 64,290 | -37.1% | 0.51% | -48.6% |
| Q2 2021 | $4,648,000 | +106.9% | 102,138 | +98.5% | 1.00% | +104.5% |
| Q1 2021 | $2,246,000 | +102.7% | 51,446 | +96.1% | 0.49% | +89.9% |
| Q4 2020 | $1,108,000 | +29.9% | 26,232 | +12.3% | 0.26% | +3.2% |
| Q3 2020 | $853,000 | +294.9% | 23,362 | +272.1% | 0.25% | +289.1% |
| Q2 2020 | $216,000 | -78.0% | 6,279 | -77.1% | 0.06% | -81.1% |
| Q2 2019 | $982,000 | -79.7% | 27,434 | -85.1% | 0.34% | -82.2% |
| Q1 2019 | $4,834,000 | +988.7% | 184,522 | +1242.7% | 1.90% | +708.5% |
| Q4 2018 | $444,000 | -18.7% | 13,743 | -12.7% | 0.24% | +9.3% |
| Q3 2018 | $546,000 | -71.4% | 15,748 | -70.9% | 0.22% | -73.8% |
| Q2 2018 | $1,910,000 | – | 54,047 | – | 0.82% | – |
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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% |