SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 584 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $171,590 | +5.9% | 5,206 | -0.1% | 0.04% | -2.6% |
| Q3 2022 | $162,000 | -6.4% | 5,211 | +4.3% | 0.04% | -2.6% |
| Q2 2022 | $173,000 | -8.0% | 4,995 | +2.9% | 0.04% | +8.3% |
| Q1 2022 | $188,000 | +7.4% | 4,853 | +14.8% | 0.04% | +9.1% |
| Q4 2021 | $175,000 | -3.8% | 4,228 | -1.1% | 0.03% | -5.7% |
| Q3 2021 | $182,000 | -6.7% | 4,275 | -0.3% | 0.04% | -10.3% |
| Q2 2021 | $195,000 | +4.3% | 4,286 | +0.2% | 0.04% | -7.1% |
| Q1 2021 | $187,000 | -5.6% | 4,279 | -9.1% | 0.04% | -51.2% |
| Q4 2020 | $198,000 | +15.1% | 4,707 | -0.1% | 0.09% | +104.8% |
| Q3 2020 | $172,000 | +6.2% | 4,713 | -2.6% | 0.04% | 0.0% |
| Q2 2020 | $162,000 | +20.9% | 4,839 | +2.5% | 0.04% | +10.5% |
| Q1 2020 | $134,000 | +294.1% | 4,719 | +424.3% | 0.04% | +375.0% |
| Q4 2019 | $34,000 | – | 900 | – | 0.01% | – |
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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% |