SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 411 filers reported holding SPDR INDEX SHS FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $413 | -99.9% | 12,537 | +6.7% | 0.04% | +5.1% |
| Q3 2022 | $365,000 | -44.3% | 11,752 | -30.7% | 0.04% | -27.8% |
| Q1 2022 | $655,000 | -35.1% | 16,952 | -30.3% | 0.05% | -30.8% |
| Q4 2021 | $1,009,000 | -89.9% | 24,308 | -89.0% | 0.08% | -94.0% |
| Q2 2021 | $10,030,000 | +11.5% | 220,437 | +7.3% | 1.30% | -4.6% |
| Q1 2021 | $8,994,000 | +7.3% | 205,434 | +3.3% | 1.36% | +10.6% |
| Q4 2020 | $8,386,000 | -7.0% | 198,919 | -19.4% | 1.23% | -17.3% |
| Q3 2020 | $9,020,000 | +92.0% | 246,709 | +75.7% | 1.49% | +73.3% |
| Q2 2020 | $4,698,000 | +41.2% | 140,420 | +20.1% | 0.86% | +12.4% |
| Q1 2020 | $3,328,000 | -40.2% | 116,934 | -21.0% | 0.76% | -17.9% |
| Q4 2019 | $5,561,000 | – | 147,938 | – | 0.93% | – |
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% |