SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 584 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $824,315 | -11.1% | 23,976 | -11.4% | 0.04% | -12.2% |
| Q1 2023 | $927,242 | -24.5% | 27,073 | -27.3% | 0.05% | -34.7% |
| Q4 2022 | $1,227,984 | -49.7% | 37,257 | -52.7% | 0.08% | -55.9% |
| Q3 2022 | $2,443,000 | -56.9% | 78,708 | -51.8% | 0.17% | -60.3% |
| Q2 2022 | $5,672,000 | +246.5% | 163,137 | +285.1% | 0.43% | +226.7% |
| Q1 2022 | $1,637,000 | -68.5% | 42,361 | -66.2% | 0.13% | -68.3% |
| Q4 2021 | $5,193,000 | -15.9% | 125,157 | -13.8% | 0.41% | -18.1% |
| Q3 2021 | $6,173,000 | +22.7% | 145,147 | +31.2% | 0.50% | +22.0% |
| Q2 2021 | $5,032,000 | +1231.2% | 110,603 | +1180.4% | 0.41% | +1114.7% |
| Q1 2021 | $378,000 | -69.2% | 8,638 | -70.3% | 0.03% | -71.2% |
| Q4 2020 | $1,226,000 | -12.2% | 29,071 | -23.9% | 0.12% | -21.9% |
| Q3 2020 | $1,396,000 | +6.3% | 38,186 | -2.7% | 0.15% | -12.7% |
| Q2 2020 | $1,313,000 | +29.0% | 39,252 | +9.7% | 0.17% | +4.2% |
| Q1 2020 | $1,018,000 | +12.1% | 35,768 | +48.1% | 0.17% | +5.1% |
| Q4 2019 | $908,000 | -1.7% | 24,148 | -10.4% | 0.16% | +6.0% |
| Q3 2019 | $924,000 | +10.0% | 26,951 | +14.8% | 0.15% | +12.0% |
| Q2 2019 | $840,000 | +14.9% | 23,477 | +14.9% | 0.13% | +3.1% |
| Q1 2019 | $731,000 | +21.6% | 20,435 | +10.1% | 0.13% | +1.6% |
| Q4 2018 | $601,000 | +13.8% | 18,559 | +22.5% | 0.13% | -27.0% |
| Q3 2018 | $528,000 | -5.7% | 15,146 | -0.6% | 0.17% | +32.8% |
| Q2 2018 | $560,000 | – | 15,231 | – | 0.13% | – |
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% |