SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 609 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $590,429 | -7.5% | 17,588 | -5.3% | 0.03% | -10.3% |
| Q2 2023 | $638,436 | +0.9% | 18,570 | +0.2% | 0.03% | -6.5% |
| Q1 2023 | $632,804 | -3.6% | 18,541 | -6.9% | 0.03% | -11.4% |
| Q4 2022 | $656,332 | -48.3% | 19,913 | -51.4% | 0.04% | -53.3% |
| Q3 2022 | $1,270,000 | -9.9% | 40,946 | +1.0% | 0.08% | -10.7% |
| Q2 2022 | $1,410,000 | -8.6% | 40,555 | +1.6% | 0.08% | +2.4% |
| Q1 2022 | $1,542,000 | -4.6% | 39,914 | +2.5% | 0.08% | -32.8% |
| Q4 2021 | $1,616,000 | +2.3% | 38,954 | +4.8% | 0.12% | -6.9% |
| Q3 2021 | $1,580,000 | +9.4% | 37,165 | +17.1% | 0.13% | +2.3% |
| Q2 2021 | $1,444,000 | +48.3% | 31,747 | +42.7% | 0.13% | +18.5% |
| Q1 2021 | $974,000 | -3.4% | 22,254 | -6.9% | 0.11% | -10.7% |
| Q4 2020 | $1,008,000 | +12.1% | 23,904 | -2.7% | 0.12% | -1.6% |
| Q3 2020 | $899,000 | +7.8% | 24,579 | -1.3% | 0.12% | +2.5% |
| Q2 2020 | $834,000 | -0.8% | 24,913 | -15.7% | 0.12% | -16.1% |
| Q1 2020 | $841,000 | -8.2% | 29,548 | +83.7% | 0.14% | -54.0% |
| Q4 2015 | $916,000 | -56.2% | 16,087 | -59.7% | 0.31% | -59.1% |
| Q3 2015 | $2,090,000 | -26.9% | 39,876 | -10.2% | 0.76% | -7.3% |
| Q2 2015 | $2,861,000 | +12.2% | 44,393 | +11.8% | 0.82% | +7.0% |
| Q1 2015 | $2,549,000 | +11.7% | 39,691 | +9.3% | 0.77% | -10.6% |
| Q4 2014 | $2,283,000 | +7.5% | 36,322 | +13.8% | 0.86% | +12.8% |
| Q3 2014 | $2,123,000 | +5.7% | 31,923 | +7.5% | 0.76% | -6.2% |
| Q2 2014 | $2,009,000 | +10.3% | 29,700 | +3.3% | 0.81% | +17.2% |
| Q1 2014 | $1,822,000 | – | 28,751 | – | 0.69% | – |
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% |