SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 520 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $11,667,566 | +4.8% | 339,371 | +4.0% | 1.17% | +1.7% |
| Q1 2023 | $11,133,265 | +11.7% | 326,202 | +7.9% | 1.15% | +6.2% |
| Q4 2022 | $9,965,536 | +14.0% | 302,352 | +7.3% | 1.08% | +3.3% |
| Q3 2022 | $8,745,000 | -9.4% | 281,727 | +1.5% | 1.05% | -5.3% |
| Q2 2022 | $9,651,000 | -7.1% | 277,556 | +3.2% | 1.10% | -0.5% |
| Q1 2022 | $10,389,000 | +4.6% | 268,857 | +12.3% | 1.11% | +7.1% |
| Q4 2021 | $9,930,000 | +10.1% | 239,334 | +12.9% | 1.04% | +1.5% |
| Q3 2021 | $9,020,000 | +3.4% | 212,081 | +10.6% | 1.02% | -1.3% |
| Q2 2021 | $8,725,000 | +8.4% | 191,767 | +4.3% | 1.04% | +0.1% |
| Q1 2021 | $8,046,000 | +3.1% | 183,791 | -0.7% | 1.03% | -5.8% |
| Q4 2020 | $7,805,000 | +18.9% | 185,119 | +3.1% | 1.10% | +5.7% |
| Q3 2020 | $6,565,000 | +18.8% | 179,580 | +8.7% | 1.04% | +9.7% |
| Q2 2020 | $5,528,000 | +26.6% | 165,216 | +7.6% | 0.95% | +5.8% |
| Q1 2020 | $4,368,000 | – | 153,477 | – | 0.90% | – |
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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% |