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 | $3,976,819 | +14.0% | 118,462 | +16.8% | 0.33% | +14.9% |
| Q2 2023 | $3,488,020 | +38.1% | 101,455 | +37.1% | 0.29% | +21.0% |
| Q1 2023 | $2,525,152 | +72.2% | 73,986 | +66.3% | 0.24% | +58.7% |
| Q4 2022 | $1,466,548 | +18.0% | 44,495 | +11.1% | 0.15% | +4.2% |
| Q3 2022 | $1,243,000 | -20.1% | 40,055 | -10.5% | 0.14% | -17.7% |
| Q2 2022 | $1,556,000 | -50.8% | 44,749 | -45.4% | 0.18% | -42.6% |
| Q1 2022 | $3,164,000 | +185.3% | 81,883 | +206.4% | 0.30% | +190.5% |
| Q4 2021 | $1,109,000 | -16.9% | 26,720 | -8.9% | 0.10% | -26.6% |
| Q3 2021 | $1,335,000 | 0.0% | 29,338 | 0.0% | 0.14% | 0.0% |
| Q2 2021 | $1,335,000 | +123.2% | 29,338 | +114.9% | 0.14% | +110.3% |
| Q1 2021 | $598,000 | -7.4% | 13,655 | -10.9% | 0.07% | -15.0% |
| Q4 2020 | $646,000 | +101.2% | 15,319 | +74.0% | 0.08% | +86.0% |
| Q3 2020 | $321,000 | +21.1% | 8,805 | +11.1% | 0.04% | +10.3% |
| Q2 2020 | $265,000 | +28.6% | 7,923 | +9.7% | 0.04% | -4.9% |
| Q1 2020 | $206,000 | +164.1% | 7,224 | +246.5% | 0.04% | +192.9% |
| Q4 2019 | $78,000 | – | 2,085 | – | 0.01% | – |
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% |