SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 574 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $809,827 | -20.7% | 22,870 | -24.8% | 0.09% | -27.6% |
| Q3 2023 | $1,020,729 | -19.1% | 30,406 | -17.1% | 0.12% | -17.4% |
| Q2 2023 | $1,261,145 | -19.6% | 36,683 | -20.2% | 0.15% | -23.6% |
| Q1 2023 | $1,568,952 | -20.5% | 45,970 | -23.2% | 0.20% | -22.3% |
| Q4 2022 | $1,973,410 | -67.1% | 59,873 | -69.0% | 0.25% | -70.2% |
| Q3 2022 | $5,991,000 | -17.9% | 193,016 | -8.1% | 0.84% | -14.0% |
| Q2 2022 | $7,299,000 | -40.6% | 209,932 | -33.9% | 0.98% | -31.0% |
| Q1 2022 | $12,278,000 | +5.7% | 317,749 | +13.5% | 1.42% | +9.3% |
| Q4 2021 | $11,612,000 | -27.4% | 279,877 | -25.4% | 1.30% | -32.6% |
| Q3 2021 | $16,000,000 | +6.7% | 375,365 | +10.9% | 1.92% | +2.6% |
| Q2 2021 | $15,000,000 | +15.4% | 338,607 | +13.5% | 1.88% | +10.5% |
| Q1 2021 | $13,000,000 | – | 298,309 | – | 1.70% | – |
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% |