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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,017,970 | -0.7% | 60,112 | +1.7% | 0.23% | +11.3% |
| Q2 2023 | $2,032,762 | +2.7% | 59,126 | +1.9% | 0.20% | -6.0% |
| Q1 2023 | $1,979,649 | +8.5% | 58,003 | +4.8% | 0.22% | -3.1% |
| Q4 2022 | $1,824,440 | +15.0% | 55,353 | +8.3% | 0.22% | +8.2% |
| Q3 2022 | $1,586,000 | -9.3% | 51,108 | +1.7% | 0.21% | -4.2% |
| Q2 2022 | $1,748,000 | -1.9% | 50,272 | +9.0% | 0.22% | -1.4% |
| Q1 2022 | $1,782,000 | -7.8% | 46,127 | -1.0% | 0.22% | -5.6% |
| Q4 2021 | $1,933,000 | +2.8% | 46,584 | +5.4% | 0.23% | -5.7% |
| Q3 2021 | $1,880,000 | -3.5% | 44,203 | +3.2% | 0.25% | -6.8% |
| Q2 2021 | $1,948,000 | +36.6% | 42,816 | +31.5% | 0.26% | +22.8% |
| Q1 2021 | $1,426,000 | +13.6% | 32,566 | +9.4% | 0.22% | +7.5% |
| Q4 2020 | $1,255,000 | +29.6% | 29,759 | +12.4% | 0.20% | +13.0% |
| Q3 2020 | $968,000 | +82.3% | 26,482 | +66.8% | 0.18% | +65.4% |
| Q2 2020 | $531,000 | +3.1% | 15,881 | -12.2% | 0.11% | -13.0% |
| Q1 2020 | $515,000 | -10.3% | 18,097 | +18.6% | 0.12% | +7.0% |
| Q4 2019 | $574,000 | +143.2% | 15,265 | +122.0% | 0.12% | +101.8% |
| Q3 2019 | $236,000 | -6.7% | 6,875 | -2.7% | 0.06% | -5.0% |
| Q2 2019 | $253,000 | – | 7,064 | – | 0.06% | – |
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% |