SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 603 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $589,434 | -4.9% | 17,558 | -2.6% | 0.01% | 0.0% |
| Q2 2023 | $619,849 | +1.4% | 18,029 | +0.7% | 0.01% | -10.0% |
| Q1 2023 | $611,303 | +10.1% | 17,911 | +6.3% | 0.01% | +11.1% |
| Q4 2022 | $555,146 | +12.8% | 16,843 | +6.2% | 0.01% | 0.0% |
| Q3 2022 | $492,000 | -14.0% | 15,854 | -3.6% | 0.01% | -10.0% |
| Q2 2022 | $572,000 | +2.5% | 16,445 | +13.9% | 0.01% | +11.1% |
| Q1 2022 | $558,000 | +3.3% | 14,433 | +11.0% | 0.01% | +12.5% |
| Q4 2021 | $540,000 | -0.4% | 13,007 | +2.0% | 0.01% | -11.1% |
| Q3 2021 | $542,000 | -0.9% | 12,750 | +6.1% | 0.01% | 0.0% |
| Q2 2021 | $547,000 | -99.9% | 12,014 | -45.2% | 0.01% | +12.5% |
| Q1 2021 | $960,470,000 | +210068.5% | 21,938 | +102.3% | 0.01% | -20.0% |
| Q4 2020 | $457,000 | +30.2% | 10,844 | +13.0% | 0.01% | +11.1% |
| Q3 2020 | $351,000 | +19.0% | 9,600 | +8.7% | 0.01% | +12.5% |
| Q2 2020 | $295,000 | +20.4% | 8,831 | +2.4% | 0.01% | -11.1% |
| Q1 2020 | $245,000 | -22.0% | 8,621 | +3.2% | 0.01% | 0.0% |
| Q4 2019 | $314,000 | +398.4% | 8,356 | +348.8% | 0.01% | +350.0% |
| Q3 2019 | $63,000 | +800.0% | 1,862 | +782.5% | 0.00% | – |
| Q2 2019 | $7,000 | -75.9% | 211 | -74.8% | 0.00% | -100.0% |
| Q3 2018 | $29,000 | -3.3% | 837 | 0.0% | 0.00% | -50.0% |
| Q2 2018 | $30,000 | -69.7% | 837 | -67.0% | 0.00% | -71.4% |
| Q1 2018 | $99,000 | +200.0% | 2,533 | +186.2% | 0.01% | +133.3% |
| Q4 2017 | $33,000 | +73.7% | 885 | +223.0% | 0.00% | +50.0% |
| Q3 2017 | $19,000 | +1800.0% | 274 | +1145.5% | 0.00% | – |
| Q2 2017 | $1,000 | – | 22 | – | 0.00% | – |
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% |