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 | $346,004 | -13.4% | 10,307 | -11.3% | 0.02% | -11.1% |
Q2 2023 | $399,524 | -66.1% | 11,621 | -66.3% | 0.03% | -71.0% |
Q1 2023 | $1,178,417 | +31.5% | 34,527 | +27.0% | 0.09% | +17.7% |
Q4 2022 | $896,225 | -78.3% | 27,191 | -79.5% | 0.08% | -79.4% |
Q3 2022 | $4,124,000 | +5.5% | 132,891 | +18.2% | 0.38% | +3.5% |
Q2 2022 | $3,908,000 | +248.3% | 112,413 | +232.8% | 0.37% | +307.7% |
Q1 2022 | $1,122,000 | +13.1% | 33,782 | +16.4% | 0.09% | +15.2% |
Q4 2021 | $992,000 | +215.9% | 29,034 | +292.9% | 0.08% | +92.7% |
Q3 2021 | $314,000 | +11.7% | 7,390 | +19.6% | 0.04% | +41.4% |
Q2 2021 | $281,000 | +36.4% | 6,181 | +31.0% | 0.03% | +16.0% |
Q1 2021 | $206,000 | – | 4,720 | – | 0.02% | – |
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% |