SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 569 filers reported holding SPDR INDEX SHS FDS in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,432,421 | +5.7% | 221,401 | +8.3% | 3.40% | +5.9% |
| Q2 2023 | $7,028,776 | +12.5% | 204,500 | +11.7% | 3.21% | -1.9% |
| Q1 2023 | $6,249,581 | +9.8% | 183,111 | +6.0% | 3.28% | -3.8% |
| Q4 2022 | $5,691,370 | +11.9% | 172,675 | +12.4% | 3.41% | -11.4% |
| Q3 2022 | $5,088,000 | +32.7% | 153,639 | +37.5% | 3.84% | +13.6% |
| Q2 2022 | $3,833,000 | -6.4% | 111,768 | -1.0% | 3.38% | -16.4% |
| Q1 2022 | $4,096,000 | +2.2% | 112,943 | +21.1% | 4.05% | +9.9% |
| Q4 2021 | $4,009,000 | – | 93,248 | – | 3.68% | – |
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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% |