SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 603 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,142,562 | -4.4% | 153,189 | -2.1% | 0.60% | -3.1% |
| Q2 2023 | $5,378,896 | +1.4% | 156,454 | +0.7% | 0.61% | +0.3% |
| Q1 2023 | $5,302,443 | +7.3% | 155,360 | +3.6% | 0.61% | +6.8% |
| Q4 2022 | $4,942,391 | +11.0% | 149,951 | +4.5% | 0.57% | +1.2% |
| Q3 2022 | $4,453,000 | +1.0% | 143,469 | +13.2% | 0.57% | +6.0% |
| Q2 2022 | $4,407,000 | -2.9% | 126,742 | +7.9% | 0.53% | +8.3% |
| Q1 2022 | $4,539,000 | -6.2% | 117,469 | +0.7% | 0.49% | +1.6% |
| Q4 2021 | $4,840,000 | -7.7% | 116,655 | -5.4% | 0.48% | -53.5% |
| Q3 2021 | $5,242,000 | -10.8% | 123,263 | -4.5% | 1.04% | -10.1% |
| Q2 2021 | $5,875,000 | +5.4% | 129,112 | +1.4% | 1.16% | -1.0% |
| Q1 2021 | $5,574,000 | +11.7% | 127,309 | +7.5% | 1.17% | +4.9% |
| Q4 2020 | $4,991,000 | +27.0% | 118,384 | +10.2% | 1.12% | +13.4% |
| Q3 2020 | $3,929,000 | +11.7% | 107,471 | +2.2% | 0.98% | +3.9% |
| Q2 2020 | $3,519,000 | +18.2% | 105,166 | +0.5% | 0.95% | +2.8% |
| Q1 2020 | $2,977,000 | -40.1% | 104,598 | -20.9% | 0.92% | -28.1% |
| Q4 2019 | $4,970,000 | +41.7% | 132,217 | +29.2% | 1.28% | +29.5% |
| Q3 2019 | $3,507,000 | -5.6% | 102,306 | -1.5% | 0.99% | -8.0% |
| Q2 2019 | $3,717,000 | +3.7% | 103,859 | +3.6% | 1.08% | -2.4% |
| Q1 2019 | $3,585,000 | +30.8% | 100,254 | +18.4% | 1.10% | +17.5% |
| Q4 2018 | $2,740,000 | +36.7% | 84,660 | +47.1% | 0.94% | +47.9% |
| Q3 2018 | $2,004,000 | +20.9% | 57,538 | +22.6% | 0.64% | +10.8% |
| Q2 2018 | $1,658,000 | +0.3% | 46,924 | +11.6% | 0.57% | -12.5% |
| Q1 2018 | $1,653,000 | +13.6% | 42,052 | +10.2% | 0.66% | +15.7% |
| Q4 2017 | $1,455,000 | – | 38,151 | – | 0.57% | – |
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% |