SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 507 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $561,756 | +4.7% | 16,734 | +7.2% | 0.26% | +4.9% |
| Q2 2023 | $536,431 | -3.7% | 15,603 | -4.4% | 0.24% | -14.7% |
| Q1 2023 | $557,138 | -3.0% | 16,324 | -6.3% | 0.28% | -7.5% |
| Q4 2022 | $574,328 | +5.8% | 17,425 | -0.3% | 0.31% | +4.1% |
| Q3 2022 | $543,000 | -8.9% | 17,479 | +1.9% | 0.30% | -6.0% |
| Q2 2022 | $596,000 | -0.3% | 17,153 | +10.8% | 0.32% | +21.6% |
| Q1 2022 | $598,000 | +41.7% | 15,481 | +52.1% | 0.26% | +41.5% |
| Q4 2021 | $422,000 | +6.8% | 10,175 | +9.5% | 0.18% | -1.1% |
| Q3 2021 | $395,000 | +6.2% | 9,294 | +11.2% | 0.18% | -14.7% |
| Q2 2021 | $372,000 | – | 8,355 | – | 0.22% | – |
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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% |