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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $455,000 | -52.7% | 14,661 | -47.0% | 0.13% | -16.5% |
| Q2 2022 | $962,000 | -19.6% | 27,662 | -10.7% | 0.16% | -0.6% |
| Q1 2022 | $1,197,000 | -82.7% | 30,973 | -81.4% | 0.16% | -80.9% |
| Q4 2021 | $6,924,000 | +4.3% | 166,878 | +6.9% | 0.83% | -3.1% |
| Q3 2021 | $6,638,000 | +6.1% | 156,085 | +13.5% | 0.86% | +1.1% |
| Q2 2021 | $6,256,000 | +13.4% | 137,496 | +9.1% | 0.85% | +5.6% |
| Q1 2021 | $5,517,000 | -5.4% | 126,021 | -8.9% | 0.80% | -24.4% |
| Q4 2020 | $5,830,000 | +3.6% | 138,271 | -10.2% | 1.06% | -13.6% |
| Q3 2020 | $5,629,000 | +4.8% | 153,960 | -4.1% | 1.23% | -4.2% |
| Q2 2020 | $5,370,000 | +24.9% | 160,488 | +6.2% | 1.29% | -5.4% |
| Q1 2020 | $4,299,000 | -16.9% | 151,055 | +9.7% | 1.36% | +29.7% |
| Q4 2019 | $5,174,000 | +14.0% | 137,642 | +4.0% | 1.05% | +8.6% |
| Q3 2019 | $4,539,000 | -7.1% | 132,404 | -3.0% | 0.96% | -15.5% |
| Q2 2019 | $4,884,000 | +4.8% | 136,457 | +4.7% | 1.14% | +24.5% |
| Q1 2019 | $4,662,000 | +20.2% | 130,383 | +8.7% | 0.92% | +9.8% |
| Q4 2018 | $3,880,000 | -6.9% | 119,909 | +0.3% | 0.84% | -16.6% |
| Q3 2018 | $4,166,000 | +6.7% | 119,600 | +8.2% | 1.00% | -11.6% |
| Q2 2018 | $3,905,000 | -9.4% | 110,491 | +0.7% | 1.13% | -1.0% |
| Q1 2018 | $4,312,000 | – | 109,721 | – | 1.14% | – |
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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% |