SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 54 filers reported holding SPDR INDEX SHS FDS in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,156,263 | +7.7% | 187,177 | +12.6% | 0.31% | +11.1% |
| Q2 2023 | $5,716,597 | +10.9% | 166,277 | +8.6% | 0.28% | +1.8% |
| Q1 2023 | $5,154,981 | +110.4% | 153,103 | +106.0% | 0.27% | +63.1% |
| Q4 2022 | $2,449,651 | +22.9% | 74,322 | +12.8% | 0.17% | +11.3% |
| Q3 2022 | $1,993,000 | -3.9% | 65,869 | +10.5% | 0.15% | -9.0% |
| Q2 2022 | $2,073,000 | +10.1% | 59,620 | +10.6% | 0.17% | +12.2% |
| Q1 2022 | $1,883,000 | +69.5% | 53,889 | +106.2% | 0.15% | +34.5% |
| Q3 2021 | $1,111,000 | +17.7% | 26,131 | +25.9% | 0.11% | +13.4% |
| Q2 2021 | $944,000 | +358.3% | 20,750 | +341.7% | 0.10% | +304.2% |
| Q1 2021 | $206,000 | -15.6% | 4,698 | -18.8% | 0.02% | -22.6% |
| Q4 2020 | $244,000 | +4.7% | 5,786 | -9.3% | 0.03% | -8.8% |
| Q3 2020 | $233,000 | +6.4% | 6,379 | -2.3% | 0.03% | -2.9% |
| Q2 2020 | $219,000 | +25.9% | 6,531 | +6.9% | 0.04% | +6.1% |
| Q1 2020 | $174,000 | -30.4% | 6,109 | -8.2% | 0.03% | -13.2% |
| Q4 2019 | $250,000 | +9.6% | 6,652 | 0.0% | 0.04% | +2.7% |
| Q3 2019 | $228,000 | -4.2% | 6,652 | 0.0% | 0.04% | -19.6% |
| Q2 2019 | $238,000 | +5.8% | 6,652 | +5.5% | 0.05% | -14.8% |
| Q1 2019 | $225,000 | +30.1% | 6,305 | +18.2% | 0.05% | +22.7% |
| Q4 2018 | $173,000 | -36.4% | 5,334 | -31.7% | 0.04% | -27.9% |
| Q3 2018 | $272,000 | +1.5% | 7,805 | +3.0% | 0.06% | -10.3% |
| Q2 2018 | $268,000 | -4.6% | 7,579 | +5.8% | 0.07% | -11.7% |
| Q1 2018 | $281,000 | +1.8% | 7,161 | -1.0% | 0.08% | +1.3% |
| Q4 2017 | $276,000 | +12.2% | 7,236 | +112.9% | 0.08% | -25.5% |
| Q3 2017 | $246,000 | +12.8% | 3,398 | +3.9% | 0.10% | -1.0% |
| Q2 2017 | $218,000 | +9.5% | 3,271 | +5.3% | 0.10% | -7.2% |
| Q1 2017 | $199,000 | +48.5% | 3,106 | +32.3% | 0.11% | +23.3% |
| Q4 2016 | $134,000 | – | 2,347 | – | 0.09% | – |
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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% |