SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 609 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,304,161 | -2.6% | 38,849 | -0.3% | 0.06% | -1.7% |
| Q2 2023 | $1,339,170 | -3.6% | 38,952 | -4.3% | 0.06% | -13.0% |
| Q1 2023 | $1,388,681 | -8.1% | 40,688 | -11.2% | 0.07% | -17.9% |
| Q4 2022 | $1,510,557 | +0.3% | 45,830 | -5.5% | 0.08% | +5.0% |
| Q3 2022 | $1,506,000 | -23.4% | 48,512 | -14.2% | 0.08% | -35.5% |
| Q2 2022 | $1,966,000 | -13.5% | 56,532 | -3.9% | 0.12% | -19.5% |
| Q1 2022 | $2,274,000 | -7.9% | 58,842 | -1.2% | 0.15% | 0.0% |
| Q4 2021 | $2,470,000 | -4.1% | 59,532 | -1.7% | 0.15% | -14.0% |
| Q3 2021 | $2,575,000 | -6.5% | 60,547 | 0.0% | 0.18% | -9.6% |
| Q2 2021 | $2,755,000 | +3.9% | 60,547 | 0.0% | 0.20% | -10.4% |
| Q1 2021 | $2,651,000 | +3.2% | 60,547 | -0.6% | 0.22% | -10.2% |
| Q4 2020 | $2,568,000 | +14.8% | 60,912 | -0.5% | 0.25% | -2.0% |
| Q3 2020 | $2,237,000 | -18.8% | 61,197 | -25.6% | 0.25% | -29.3% |
| Q2 2020 | $2,754,000 | +2.6% | 82,308 | -12.7% | 0.36% | -17.4% |
| Q1 2020 | $2,684,000 | -36.4% | 94,305 | -16.1% | 0.43% | -30.2% |
| Q4 2019 | $4,223,000 | +9.3% | 112,336 | -0.3% | 0.62% | -1.8% |
| Q3 2019 | $3,862,000 | -6.4% | 112,663 | -2.3% | 0.63% | -11.1% |
| Q2 2019 | $4,127,000 | -13.9% | 115,325 | -14.0% | 0.70% | -19.7% |
| Q1 2019 | $4,794,000 | -66.4% | 134,066 | -69.6% | 0.88% | -72.8% |
| Q4 2018 | $14,250,000 | +1980.3% | 440,353 | +2139.4% | 3.23% | +1766.5% |
| Q3 2018 | $685,000 | +9.3% | 19,664 | +10.9% | 0.17% | +1.8% |
| Q2 2018 | $627,000 | +4.7% | 17,737 | +16.3% | 0.17% | -0.6% |
| Q1 2018 | $599,000 | – | 15,252 | – | 0.17% | – |
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% |