SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 574 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $186,099 | -3.6% | 5,544 | -1.3% | 0.02% | -5.3% |
| Q2 2023 | $193,065 | +0.7% | 5,616 | -0.1% | 0.02% | -17.4% |
| Q1 2023 | $191,779 | -43.0% | 5,619 | -44.9% | 0.02% | -42.5% |
| Q4 2022 | $336,326 | +3.8% | 10,204 | -2.2% | 0.04% | -4.8% |
| Q3 2022 | $324,000 | -12.2% | 10,431 | -1.7% | 0.04% | -6.7% |
| Q2 2022 | $369,000 | +31.3% | 10,606 | +45.9% | 0.04% | +45.2% |
| Q1 2022 | $281,000 | +17.1% | 7,267 | +25.8% | 0.03% | +10.7% |
| Q4 2021 | $240,000 | +2.6% | 5,778 | +5.2% | 0.03% | -6.7% |
| Q3 2021 | $234,000 | -96.2% | 5,492 | -95.9% | 0.03% | -96.1% |
| Q2 2021 | $6,143,000 | +20.0% | 135,010 | +15.5% | 0.77% | +6.8% |
| Q1 2021 | $5,118,000 | +35.3% | 116,893 | +30.2% | 0.72% | +28.6% |
| Q4 2020 | $3,784,000 | +69.8% | 89,750 | +47.2% | 0.56% | +33.8% |
| Q3 2020 | $2,229,000 | +13.7% | 60,982 | +4.0% | 0.42% | +5.8% |
| Q2 2020 | $1,961,000 | +35.0% | 58,617 | +14.8% | 0.40% | +11.8% |
| Q1 2020 | $1,453,000 | -5.5% | 51,058 | +24.8% | 0.36% | -13.8% |
| Q4 2019 | $1,538,000 | +34.3% | 40,912 | +22.5% | 0.41% | +29.2% |
| Q3 2019 | $1,145,000 | +14.5% | 33,400 | +19.9% | 0.32% | +4.9% |
| Q2 2019 | $1,000,000 | +24.7% | 27,863 | +24.3% | 0.30% | +1.7% |
| Q1 2019 | $802,000 | +20.1% | 22,424 | +8.6% | 0.30% | +4.9% |
| Q4 2018 | $668,000 | +5.7% | 20,639 | +13.7% | 0.28% | -3.7% |
| Q3 2018 | $632,000 | +13.5% | 18,149 | +15.2% | 0.30% | +6.1% |
| Q2 2018 | $557,000 | -2.1% | 15,756 | +8.8% | 0.28% | -12.0% |
| Q1 2018 | $569,000 | +65.4% | 14,488 | +60.5% | 0.32% | +56.9% |
| Q4 2017 | $344,000 | – | 9,025 | – | 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% |