SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 569 filers reported holding SPDR INDEX SHS FDS in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,569,967 | -10.0% | 76,555 | -7.9% | 0.28% | -10.1% |
| Q2 2023 | $2,856,375 | +1.7% | 83,082 | +0.9% | 0.32% | -10.7% |
| Q1 2023 | $2,809,017 | +17.6% | 82,303 | +13.6% | 0.35% | -6.8% |
| Q4 2022 | $2,387,934 | +275.5% | 72,449 | +253.5% | 0.38% | +158.5% |
| Q3 2022 | $636,000 | -18.7% | 20,495 | -8.9% | 0.15% | -19.7% |
| Q2 2022 | $782,000 | -16.5% | 22,503 | -7.2% | 0.18% | -14.9% |
| Q1 2022 | $937,000 | +49.9% | 24,240 | +61.0% | 0.22% | +55.8% |
| Q4 2021 | $625,000 | +5.6% | 15,052 | -27.6% | 0.14% | -48.9% |
| Q1 2020 | $592,000 | – | 20,804 | – | 0.27% | – |
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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% |