SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 507 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,678,131 | +5.0% | 139,355 | +7.5% | 0.77% | +9.6% |
| Q2 2023 | $4,456,766 | +4.8% | 129,633 | +4.1% | 0.70% | -1.5% |
| Q1 2023 | $4,252,032 | +12.3% | 124,583 | +8.5% | 0.72% | +5.9% |
| Q4 2022 | $3,785,436 | -35.2% | 114,849 | -39.0% | 0.68% | -40.9% |
| Q3 2022 | $5,843,000 | -9.0% | 188,255 | +1.9% | 1.14% | -6.5% |
| Q2 2022 | $6,421,000 | -9.8% | 184,675 | +0.3% | 1.22% | +2.8% |
| Q1 2022 | $7,115,000 | -0.5% | 184,139 | +6.9% | 1.19% | +10.0% |
| Q4 2021 | $7,148,000 | -4.0% | 172,281 | -1.6% | 1.08% | -15.9% |
| Q3 2021 | $7,447,000 | -4.0% | 175,104 | +2.7% | 1.29% | -51.6% |
| Q2 2021 | $7,758,000 | +6.3% | 170,498 | +2.3% | 2.66% | +94.3% |
| Q1 2021 | $7,300,000 | +3.0% | 166,745 | -0.8% | 1.37% | -4.5% |
| Q4 2020 | $7,087,000 | +10.1% | 168,096 | +1.2% | 1.43% | +0.7% |
| Q3 2020 | $6,434,000 | +5.2% | 166,049 | -1.1% | 1.42% | +4.6% |
| Q2 2020 | $6,114,000 | +15.9% | 167,878 | -2.7% | 1.36% | +9.4% |
| Q1 2020 | $5,276,000 | -13.2% | 172,581 | +6.7% | 1.24% | +9.5% |
| Q4 2019 | $6,080,000 | +8.0% | 161,757 | +4.4% | 1.14% | +3.0% |
| Q3 2019 | $5,628,000 | +6.9% | 154,993 | +5.4% | 1.10% | +5.6% |
| Q2 2019 | $5,265,000 | +11.7% | 147,037 | +13.2% | 1.04% | +13.2% |
| Q1 2019 | $4,713,000 | +36.0% | 129,868 | +21.3% | 0.92% | +22.1% |
| Q4 2018 | $3,466,000 | +4.7% | 107,099 | +12.7% | 0.76% | +30.4% |
| Q3 2018 | $3,309,000 | +9.9% | 95,005 | +11.6% | 0.58% | +9.0% |
| Q2 2018 | $3,010,000 | +8.0% | 85,161 | +20.1% | 0.53% | +6.0% |
| Q1 2018 | $2,787,000 | +155.7% | 70,918 | +148.2% | 0.50% | +146.8% |
| Q4 2017 | $1,090,000 | – | 28,572 | – | 0.20% | – |
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% |