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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $2,104,000 | +2.6% | 60,522 | +14.0% | 0.67% | +11.0% |
| Q1 2022 | $2,051,000 | -33.9% | 53,072 | -29.0% | 0.60% | -29.3% |
| Q4 2021 | $3,101,000 | -5.2% | 74,735 | -2.9% | 0.85% | -15.4% |
| Q3 2021 | $3,272,000 | -2.8% | 76,942 | +4.0% | 1.00% | -6.8% |
| Q2 2021 | $3,366,000 | +9.4% | 73,972 | +5.2% | 1.08% | -0.7% |
| Q1 2021 | $3,078,000 | +177.8% | 70,309 | +167.6% | 1.08% | +161.4% |
| Q4 2020 | $1,108,000 | +13.5% | 26,271 | -1.6% | 0.42% | -1.4% |
| Q3 2020 | $976,000 | +55.2% | 26,690 | +42.0% | 0.42% | +29.9% |
| Q2 2020 | $629,000 | -10.3% | 18,800 | -23.6% | 0.32% | -24.5% |
| Q1 2020 | $701,000 | -19.4% | 24,618 | +6.4% | 0.43% | +7.5% |
| Q4 2019 | $870,000 | +75.1% | 23,137 | +59.7% | 0.40% | +42.5% |
| Q3 2019 | $497,000 | -55.7% | 14,486 | -53.8% | 0.28% | -55.0% |
| Q2 2019 | $1,121,000 | -12.8% | 31,334 | -15.1% | 0.62% | -15.6% |
| Q3 2018 | $1,285,000 | +0.1% | 36,888 | +1.5% | 0.74% | -6.8% |
| Q2 2018 | $1,284,000 | -9.4% | 36,336 | +0.7% | 0.79% | -10.6% |
| Q1 2018 | $1,418,000 | – | 36,088 | – | 0.88% | – |
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% |