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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $168,930 | -15.9% | 5,033 | -13.8% | 0.04% | -10.0% |
| Q2 2023 | $200,753 | +5.0% | 5,840 | +4.3% | 0.04% | 0.0% |
| Q1 2023 | $191,133 | +8.3% | 5,601 | +4.6% | 0.04% | 0.0% |
| Q4 2022 | $176,440 | +4.4% | 5,354 | -1.7% | 0.04% | -4.8% |
| Q3 2022 | $169,000 | +11.9% | 5,448 | +25.7% | 0.04% | +13.5% |
| Q2 2022 | $151,000 | -8.5% | 4,335 | +1.3% | 0.04% | +5.7% |
| Q1 2022 | $165,000 | -0.6% | 4,281 | +6.8% | 0.04% | +2.9% |
| Q4 2021 | $166,000 | -1.8% | 4,010 | +1.2% | 0.03% | -8.1% |
| Q3 2021 | $169,000 | +67.3% | 3,962 | +79.1% | 0.04% | +68.2% |
| Q2 2021 | $101,000 | +5.2% | 2,212 | +0.6% | 0.02% | -4.3% |
| Q1 2021 | $96,000 | +7.9% | 2,198 | +3.9% | 0.02% | 0.0% |
| Q4 2020 | $89,000 | +17.1% | 2,115 | +1.2% | 0.02% | 0.0% |
| Q3 2020 | $76,000 | +8.6% | 2,089 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $70,000 | +20.7% | 2,089 | +1.7% | 0.02% | +4.5% |
| Q1 2020 | $58,000 | -24.7% | 2,054 | 0.0% | 0.02% | -8.3% |
| Q4 2019 | $77,000 | -9.4% | 2,054 | -16.7% | 0.02% | -17.2% |
| Q3 2019 | $85,000 | -3.4% | 2,467 | +0.2% | 0.03% | -6.5% |
| Q2 2019 | $88,000 | -14.6% | 2,463 | -14.2% | 0.03% | -18.4% |
| Q1 2019 | $103,000 | +12.0% | 2,872 | +0.6% | 0.04% | +2.7% |
| Q4 2018 | $92,000 | – | 2,856 | – | 0.04% | – |
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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% |