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 | $344,764 | -2.4% | 10,270 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $353,083 | -69.6% | 10,270 | -69.8% | 0.02% | -42.5% |
| Q1 2023 | $1,162,194 | +107.1% | 34,052 | +100.0% | 0.04% | 0.0% |
| Q4 2022 | $561,177 | +6.3% | 17,026 | 0.0% | 0.04% | -7.0% |
| Q3 2022 | $528,000 | -10.4% | 17,026 | 0.0% | 0.04% | -2.3% |
| Q2 2022 | $589,000 | -10.5% | 17,026 | 0.0% | 0.04% | -4.3% |
| Q1 2022 | $658,000 | -6.8% | 17,026 | 0.0% | 0.05% | -8.0% |
| Q4 2021 | $706,000 | -2.5% | 17,026 | 0.0% | 0.05% | -7.4% |
| Q3 2021 | $724,000 | -6.6% | 17,026 | 0.0% | 0.05% | -10.0% |
| Q2 2021 | $775,000 | +4.0% | 17,026 | 0.0% | 0.06% | -6.2% |
| Q1 2021 | $745,000 | +3.8% | 17,026 | 0.0% | 0.06% | -5.9% |
| Q4 2020 | $718,000 | +15.4% | 17,026 | 0.0% | 0.07% | +6.2% |
| Q3 2020 | $622,000 | +9.1% | 17,026 | 0.0% | 0.06% | +6.7% |
| Q2 2020 | $570,000 | +17.8% | 17,026 | 0.0% | 0.06% | +5.3% |
| Q1 2020 | $484,000 | -24.4% | 17,026 | 0.0% | 0.06% | -8.1% |
| Q4 2019 | $640,000 | +9.6% | 17,026 | 0.0% | 0.06% | +5.1% |
| Q3 2019 | $584,000 | -5.2% | 17,026 | 0.0% | 0.06% | -7.8% |
| Q2 2019 | $616,000 | +1.1% | 17,026 | 0.0% | 0.06% | -1.5% |
| Q1 2019 | $609,000 | +9.1% | 17,026 | 0.0% | 0.06% | 0.0% |
| Q4 2018 | $558,000 | -5.9% | 17,026 | 0.0% | 0.06% | -1.5% |
| Q3 2018 | $593,000 | -1.5% | 17,026 | 0.0% | 0.07% | -1.5% |
| Q2 2018 | $602,000 | -10.0% | 17,026 | 0.0% | 0.07% | -9.5% |
| Q1 2018 | $669,000 | +47.4% | 17,026 | +142.8% | 0.07% | +34.5% |
| Q1 2017 | $454,000 | +12.9% | 7,013 | 0.0% | 0.06% | +5.8% |
| Q4 2016 | $402,000 | -5.4% | 7,013 | 0.0% | 0.05% | -5.5% |
| Q3 2016 | $425,000 | +9.0% | 7,013 | 0.0% | 0.06% | -3.5% |
| Q2 2016 | $390,000 | +6.8% | 7,013 | 0.0% | 0.06% | +26.7% |
| Q1 2016 | $365,000 | 0.0% | 7,013 | 0.0% | 0.04% | 0.0% |
| Q4 2015 | $365,000 | – | 7,013 | – | 0.04% | – |
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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% |