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 | $7,399,600 | +5.7% | 220,423 | +8.2% | 1.10% | +6.0% |
| Q2 2023 | $7,002,175 | +1.9% | 203,670 | +1.2% | 1.04% | -5.0% |
| Q1 2023 | $6,869,823 | +11.0% | 201,284 | +7.2% | 1.10% | +1.0% |
| Q4 2022 | $6,187,152 | +12.9% | 187,717 | +6.3% | 1.08% | +1.8% |
| Q3 2022 | $5,479,000 | +1.2% | 176,530 | +13.4% | 1.06% | +0.3% |
| Q2 2022 | $5,415,000 | +8.6% | 155,734 | +20.7% | 1.06% | +15.1% |
| Q1 2022 | $4,984,000 | -0.7% | 128,982 | +6.6% | 0.92% | -1.8% |
| Q4 2021 | $5,020,000 | -6.9% | 120,989 | -4.5% | 0.94% | -13.7% |
| Q3 2021 | $5,390,000 | +5.6% | 126,745 | +13.0% | 1.09% | +3.4% |
| Q2 2021 | $5,102,000 | +7.9% | 112,135 | +3.8% | 1.05% | +1.3% |
| Q1 2021 | $4,730,000 | +11.3% | 108,048 | +7.2% | 1.04% | +7.2% |
| Q4 2020 | $4,250,000 | +23.2% | 100,795 | +6.8% | 0.97% | +15.2% |
| Q3 2020 | $3,449,000 | +8.2% | 94,336 | -1.0% | 0.84% | +2.1% |
| Q2 2020 | $3,189,000 | +95.6% | 95,297 | +66.4% | 0.82% | +74.2% |
| Q1 2020 | $1,630,000 | -2.5% | 57,273 | +28.9% | 0.47% | +20.1% |
| Q4 2019 | $1,671,000 | +41.0% | 44,442 | +28.6% | 0.39% | +28.8% |
| Q3 2019 | $1,185,000 | +47.0% | 34,562 | +53.5% | 0.31% | +50.0% |
| Q2 2019 | $806,000 | +6.8% | 22,517 | +6.7% | 0.20% | +3.0% |
| Q1 2019 | $755,000 | +33.6% | 21,102 | +20.8% | 0.20% | +29.4% |
| Q4 2018 | $565,000 | +2725.0% | 17,462 | +2963.5% | 0.15% | +2960.0% |
| Q3 2018 | $20,000 | – | 570 | – | 0.01% | – |
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% |