SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 520 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $292,000 | -2.3% | 7,040 | 0.0% | 0.09% | -12.7% |
| Q3 2021 | $299,000 | -5.1% | 7,040 | +1.5% | 0.10% | -6.4% |
| Q2 2021 | $315,000 | +18.4% | 6,934 | +14.0% | 0.11% | +4.8% |
| Q1 2021 | $266,000 | +216.7% | 6,081 | +159.6% | 0.10% | +173.7% |
| Q3 2019 | $84,000 | 0.0% | 2,342 | 0.0% | 0.04% | -29.6% |
| Q2 2019 | $84,000 | +55.6% | 2,342 | +52.0% | 0.05% | +42.1% |
| Q2 2018 | $54,000 | +671.4% | 1,541 | +733.0% | 0.04% | +660.0% |
| Q1 2018 | $7,000 | – | 185 | – | 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% |