SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 472 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,392,488 | -4.1% | 726,616 | -1.8% | 3.14% | -1.0% |
| Q2 2023 | $25,441,704 | -0.1% | 740,015 | -0.8% | 3.18% | -12.9% |
| Q1 2023 | $25,459,295 | -33.5% | 745,951 | -35.8% | 3.64% | +43.5% |
| Q4 2022 | $38,285,446 | -17.9% | 1,161,573 | -22.7% | 2.54% | +13.5% |
| Q3 2022 | $46,640,000 | +22.6% | 1,502,568 | +37.4% | 2.24% | -18.2% |
| Q2 2022 | $38,036,000 | -18.3% | 1,093,939 | -9.2% | 2.74% | -6.0% |
| Q1 2022 | $46,566,000 | +80.5% | 1,205,121 | +93.9% | 2.91% | -29.3% |
| Q4 2021 | $25,792,000 | -3.0% | 621,655 | -0.6% | 4.12% | -8.2% |
| Q3 2021 | $26,599,000 | -6.5% | 625,419 | +0.0% | 4.49% | -6.1% |
| Q2 2021 | $28,450,000 | -1.0% | 625,285 | -4.7% | 4.78% | -9.1% |
| Q1 2021 | $28,737,000 | +1.8% | 656,399 | -2.0% | 5.26% | -17.5% |
| Q4 2020 | $28,230,000 | +15.6% | 669,594 | +0.2% | 6.38% | +2.9% |
| Q3 2020 | $24,428,000 | +10.4% | 668,174 | +1.1% | 6.20% | +0.4% |
| Q2 2020 | $22,118,000 | +43.9% | 661,041 | +22.4% | 6.17% | +7.5% |
| Q1 2020 | $15,374,000 | +1376.8% | 540,208 | +1851.3% | 5.74% | +1430.9% |
| Q4 2019 | $1,041,000 | +16.4% | 27,684 | +6.1% | 0.38% | +7.4% |
| Q3 2019 | $894,000 | -4.3% | 26,084 | 0.0% | 0.35% | -26.1% |
| Q2 2019 | $934,000 | +0.1% | 26,084 | 0.0% | 0.47% | -6.9% |
| Q1 2019 | $933,000 | +10.5% | 26,084 | 0.0% | 0.51% | -29.5% |
| Q4 2018 | $844,000 | – | 26,084 | – | 0.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Luken Investment Analytics, LLC | 873,458 | $29,321,985 | 16.99% |
| McNamara Financial Services, Inc. | 1,380,959 | $46,358,791 | 11.57% |
| Sterneck Capital Management, LLC | 314,176 | $10,546,894 | 7.05% |
| CAPITAL WEALTH MANAGEMENT, LLC | 378,514 | $12,706,715 | 6.97% |
| Brown Financial Advisory | 212,260 | $7,125,569 | 6.31% |
| Brooklyn FI, LLC | 329,786 | $11,070,904 | 5.96% |
| Financial Strategies Group, Inc. | 554,278 | $18,584,955 | 5.86% |
| Horizon Investments, LLC | 5,424,701 | $182,107,213 | 5.54% |
| Stadion Money Management, LLC | 1,929,170 | $64,762,237 | 5.36% |
| Better Money Decisions, LLC | 166,268 | $5,581,615 | 4.91% |