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 | $84,741 | -5.5% | 2,524 | -3.2% | 0.01% | 0.0% |
| Q2 2023 | $89,639 | +7.7% | 2,607 | +6.9% | 0.01% | 0.0% |
| Q1 2023 | $83,213 | +3.5% | 2,438 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $80,361 | +1.7% | 2,438 | -4.4% | 0.01% | -14.3% |
| Q3 2022 | $79,000 | -11.2% | 2,550 | -0.5% | 0.01% | -22.2% |
| Q2 2022 | $89,000 | -9.2% | 2,563 | +0.4% | 0.01% | +12.5% |
| Q1 2022 | $98,000 | -6.7% | 2,553 | 0.0% | 0.01% | -11.1% |
| Q4 2021 | $105,000 | -22.2% | 2,553 | -19.9% | 0.01% | -18.2% |
| Q3 2021 | $135,000 | -20.1% | 3,187 | -14.6% | 0.01% | -35.3% |
| Q2 2021 | $169,000 | -7.7% | 3,730 | -11.1% | 0.02% | -15.0% |
| Q1 2021 | $183,000 | -1.6% | 4,197 | -5.1% | 0.02% | -13.0% |
| Q4 2020 | $186,000 | -36.5% | 4,423 | -44.9% | 0.02% | -45.2% |
| Q3 2020 | $293,000 | +14.9% | 8,020 | +4.9% | 0.04% | +5.0% |
| Q2 2020 | $255,000 | +20.9% | 7,649 | +3.0% | 0.04% | -4.8% |
| Q1 2020 | $211,000 | +44.5% | 7,428 | +90.3% | 0.04% | +82.6% |
| Q4 2019 | $146,000 | +27.0% | 3,904 | +15.8% | 0.02% | +15.0% |
| Q3 2019 | $115,000 | +4.5% | 3,371 | +9.6% | 0.02% | 0.0% |
| Q2 2019 | $110,000 | +52.8% | 3,076 | +51.0% | 0.02% | +33.3% |
| Q1 2019 | $72,000 | +200.0% | 2,037 | +163.9% | 0.02% | +150.0% |
| Q4 2018 | $24,000 | +14.3% | 772 | +27.6% | 0.01% | +50.0% |
| Q3 2018 | $21,000 | +16.7% | 605 | +19.1% | 0.00% | 0.0% |
| Q2 2018 | $18,000 | +63.6% | 508 | +83.4% | 0.00% | +33.3% |
| Q1 2018 | $11,000 | – | 277 | – | 0.00% | – |
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% |