SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 409 filers reported holding SPDR INDEX SHS FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,164 | -4.4% | 33,846 | -5.1% | 0.10% | +4.0% |
| Q1 2023 | $1,217 | -100.0% | 35,672 | +16.8% | 0.10% | +12.5% |
| Q4 2022 | $1,006,433,600 | +108002.4% | 30,535 | +1.8% | 0.09% | -3.3% |
| Q3 2022 | $931,000 | -9.9% | 30,009 | +1.0% | 0.09% | -12.5% |
| Q2 2022 | $1,033,000 | -12.8% | 29,702 | -3.1% | 0.10% | +5.1% |
| Q1 2022 | $1,185,000 | -5.4% | 30,658 | +2.1% | 0.10% | -7.5% |
| Q4 2021 | $1,252,000 | +10.0% | 30,016 | +12.2% | 0.11% | -14.4% |
| Q3 2021 | $1,138,000 | -2.5% | 26,750 | +3.1% | 0.12% | -23.8% |
| Q2 2021 | $1,167,000 | +8.4% | 25,954 | +5.5% | 0.16% | +18.8% |
| Q1 2021 | $1,077,000 | +2.8% | 24,592 | -1.1% | 0.14% | -6.8% |
| Q4 2020 | $1,048,000 | +111.7% | 24,862 | +82.8% | 0.15% | +97.3% |
| Q3 2020 | $495,000 | +56.2% | 13,597 | +43.7% | 0.08% | +36.4% |
| Q2 2020 | $317,000 | +20.5% | 9,463 | +2.2% | 0.06% | +5.8% |
| Q1 2020 | $263,000 | – | 9,255 | – | 0.05% | – |
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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% |