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 | $729,907 | -2.4% | 21,743 | 0.0% | 0.68% | +5.8% |
| Q2 2023 | $747,519 | +1.0% | 21,743 | +0.3% | 0.64% | -1.2% |
| Q1 2023 | $740,174 | +0.8% | 21,687 | -2.7% | 0.65% | -2.1% |
| Q4 2022 | $734,365 | +11.0% | 22,280 | +4.5% | 0.66% | -0.5% |
| Q3 2022 | $661,779 | -15.8% | 21,320 | -5.7% | 0.66% | -9.5% |
| Q2 2022 | $786,000 | -16.2% | 22,597 | -6.9% | 0.73% | +5.5% |
| Q1 2022 | $938,000 | -10.5% | 24,270 | -4.0% | 0.70% | -7.0% |
| Q4 2021 | $1,048,000 | -2.6% | 25,270 | -0.1% | 0.75% | -10.2% |
| Q3 2021 | $1,076,000 | -4.3% | 25,307 | +2.5% | 0.83% | -1.7% |
| Q2 2021 | $1,124,000 | +4.8% | 24,700 | +0.8% | 0.85% | +1.4% |
| Q1 2021 | $1,073,000 | +3.9% | 24,511 | 0.0% | 0.83% | +5.3% |
| Q4 2020 | $1,033,000 | +14.3% | 24,511 | -0.9% | 0.79% | +3.9% |
| Q3 2020 | $904,000 | -17.8% | 24,738 | -24.7% | 0.76% | -13.4% |
| Q2 2020 | $1,100,000 | +67.2% | 32,862 | +42.1% | 0.88% | +49.7% |
| Q1 2020 | $658,000 | -22.2% | 23,118 | +2.8% | 0.59% | -0.2% |
| Q4 2019 | $846,000 | +10.9% | 22,499 | +1.1% | 0.59% | +3.9% |
| Q3 2019 | $763,000 | -3.2% | 22,252 | +1.1% | 0.57% | -4.4% |
| Q2 2019 | $788,000 | -1.4% | 22,018 | -1.5% | 0.59% | -4.7% |
| Q1 2019 | $799,000 | +10.1% | 22,343 | -0.4% | 0.62% | -3.6% |
| Q4 2018 | $726,000 | – | 22,425 | – | 0.64% | – |
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% |