SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 527 filers reported holding SPDR INDEX SHS FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,010,647 | -3.4% | 30,106 | -1.1% | 0.59% | +4.4% |
| Q2 2023 | $1,046,314 | +1.9% | 30,434 | +1.1% | 0.56% | -0.4% |
| Q1 2023 | $1,027,206 | +3.4% | 30,097 | -0.2% | 0.56% | -1.1% |
| Q4 2022 | $993,707 | +47.2% | 30,149 | +38.7% | 0.57% | +53.6% |
| Q3 2022 | $675,000 | -10.5% | 21,732 | +0.2% | 0.37% | -6.1% |
| Q2 2022 | $754,000 | -11.2% | 21,691 | -1.3% | 0.40% | +1.0% |
| Q1 2022 | $849,000 | -6.9% | 21,966 | -0.1% | 0.39% | -3.9% |
| Q4 2021 | $912,000 | +6.2% | 21,979 | +8.8% | 0.41% | -1.2% |
| Q3 2021 | $859,000 | -15.9% | 20,209 | -9.9% | 0.41% | -13.8% |
| Q2 2021 | $1,021,000 | -6.2% | 22,437 | -9.8% | 0.48% | -16.9% |
| Q1 2021 | $1,089,000 | -59.0% | 24,877 | -60.5% | 0.58% | -57.0% |
| Q4 2020 | $2,656,000 | +13.1% | 62,991 | -2.0% | 1.34% | +3.0% |
| Q3 2020 | $2,349,000 | +6.8% | 64,249 | -2.3% | 1.30% | +14.5% |
| Q2 2020 | $2,200,000 | +31.8% | 65,763 | +12.1% | 1.13% | +8.5% |
| Q1 2020 | $1,669,000 | -17.3% | 58,657 | +9.2% | 1.04% | +8.6% |
| Q4 2019 | $2,018,000 | +39.6% | 53,694 | +27.3% | 0.96% | -10.7% |
| Q3 2019 | $1,446,000 | +4.0% | 42,190 | +8.4% | 1.08% | -17.0% |
| Q2 2019 | $1,391,000 | -42.2% | 38,909 | -42.2% | 1.30% | -14.7% |
| Q1 2019 | $2,406,000 | +17.4% | 67,295 | +6.3% | 1.52% | -4.6% |
| Q4 2018 | $2,049,000 | -2.4% | 63,315 | +5.0% | 1.60% | +13.1% |
| Q3 2018 | $2,100,000 | +14.9% | 60,306 | +16.6% | 1.41% | +42.1% |
| Q2 2018 | $1,827,000 | +131.3% | 51,702 | +157.2% | 0.99% | +95.7% |
| Q1 2018 | $790,000 | – | 20,098 | – | 0.51% | – |
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% |