SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 409 filers reported holding SPDR INDEX SHS FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $201,493 | +110610.4% | 6,030 | +44.9% | 0.09% | +18.9% |
| Q1 2023 | $182 | +30.9% | 4,161 | 0.0% | 0.07% | +15.6% |
| Q4 2022 | $139 | -99.9% | 4,161 | +9.3% | 0.06% | +10.3% |
| Q3 2022 | $120,000 | -36.5% | 3,806 | -29.9% | 0.06% | -37.0% |
| Q2 2022 | $189,000 | -6.9% | 5,432 | +3.2% | 0.09% | +9.5% |
| Q1 2022 | $203,000 | -11.4% | 5,265 | -4.6% | 0.08% | -11.6% |
| Q4 2021 | $229,000 | +6.5% | 5,517 | +9.4% | 0.10% | -3.1% |
| Q3 2021 | $215,000 | +1.9% | 5,044 | +8.4% | 0.10% | -1.0% |
| Q2 2021 | $211,000 | +4.5% | 4,655 | +0.8% | 0.10% | -3.9% |
| Q1 2021 | $202,000 | +1.0% | 4,618 | -2.6% | 0.10% | -5.5% |
| Q4 2020 | $200,000 | +20.5% | 4,740 | +4.1% | 0.11% | +2.8% |
| Q3 2020 | $166,000 | +9.2% | 4,552 | -0.4% | 0.11% | -0.9% |
| Q2 2020 | $152,000 | +31.0% | 4,568 | +11.6% | 0.11% | +11.5% |
| Q1 2020 | $116,000 | -9.4% | 4,094 | +20.1% | 0.10% | +1.1% |
| Q4 2019 | $128,000 | +19.6% | 3,409 | +8.8% | 0.10% | +13.1% |
| Q3 2019 | $107,000 | +5.9% | 3,132 | +11.4% | 0.08% | 0.0% |
| Q2 2019 | $101,000 | +18.8% | 2,812 | +18.4% | 0.08% | +12.0% |
| Q1 2019 | $85,000 | +51.8% | 2,374 | +36.4% | 0.08% | +36.4% |
| Q4 2018 | $56,000 | – | 1,740 | – | 0.06% | – |
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% |