SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 472 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,434,000 | -46.6% | 37,100 | -42.7% | 2.00% | -3.8% |
| Q4 2021 | $2,685,000 | -41.6% | 64,703 | -40.2% | 2.08% | -24.0% |
| Q3 2021 | $4,601,000 | -6.5% | 108,175 | 0.0% | 2.73% | -5.8% |
| Q2 2021 | $4,922,000 | +0.8% | 108,175 | -3.0% | 2.90% | +12.2% |
| Q1 2021 | $4,884,000 | +0.1% | 111,552 | -3.6% | 2.58% | +2.5% |
| Q4 2020 | $4,878,000 | +15.3% | 115,692 | 0.0% | 2.52% | +24.2% |
| Q3 2020 | $4,230,000 | +0.4% | 115,692 | -8.1% | 2.03% | -5.5% |
| Q2 2020 | $4,214,000 | -38.2% | 125,934 | -47.4% | 2.15% | -18.5% |
| Q1 2020 | $6,817,000 | -11.5% | 239,540 | +17.0% | 2.63% | +49.2% |
| Q4 2019 | $7,699,000 | -16.3% | 204,821 | -23.7% | 1.76% | -23.9% |
| Q3 2019 | $9,197,000 | +28.3% | 268,301 | +34.0% | 2.32% | +25.2% |
| Q2 2019 | $7,166,000 | -27.3% | 200,225 | -27.4% | 1.85% | -22.5% |
| Q1 2019 | $9,860,000 | +10.5% | 275,720 | 0.0% | 2.39% | +4.2% |
| Q4 2018 | $8,922,000 | +3.8% | 275,720 | +11.7% | 2.29% | +16.2% |
| Q3 2018 | $8,596,000 | +44.0% | 246,812 | +46.1% | 1.98% | +10.7% |
| Q2 2018 | $5,969,000 | -77.1% | 168,893 | -74.5% | 1.78% | -71.5% |
| Q1 2018 | $26,034,000 | – | 662,434 | – | 6.27% | – |
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% |