SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 584 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,965,054 | -7.7% | 58,536 | -5.5% | 0.53% | -8.5% |
| Q2 2023 | $2,129,979 | +15.5% | 61,954 | +14.7% | 0.58% | +12.0% |
| Q1 2023 | $1,843,703 | +15.5% | 54,020 | +11.5% | 0.52% | +8.8% |
| Q4 2022 | $1,596,615 | +3.2% | 48,441 | -2.8% | 0.48% | -7.2% |
| Q3 2022 | $1,547,000 | +21.4% | 49,829 | +36.0% | 0.51% | +22.8% |
| Q2 2022 | $1,274,000 | +1.6% | 36,640 | +12.9% | 0.42% | +6.9% |
| Q1 2022 | $1,254,000 | +3.4% | 32,457 | +11.7% | 0.39% | -3.7% |
| Q4 2021 | $1,213,000 | -61.2% | 29,046 | -57.7% | 0.40% | -67.6% |
| Q2 2021 | $3,124,000 | +38.5% | 68,667 | +33.3% | 1.25% | +18.7% |
| Q1 2021 | $2,255,000 | +7.4% | 51,511 | +3.5% | 1.05% | +1.2% |
| Q4 2020 | $2,099,000 | +17.9% | 49,789 | +2.3% | 1.04% | -0.3% |
| Q3 2020 | $1,780,000 | +6.8% | 48,684 | -2.3% | 1.04% | +1.6% |
| Q2 2020 | $1,667,000 | +40.2% | 49,807 | +19.2% | 1.03% | +13.1% |
| Q1 2020 | $1,189,000 | -11.9% | 41,777 | +16.3% | 0.91% | +19.6% |
| Q4 2019 | $1,350,000 | +36.4% | 35,922 | +24.4% | 0.76% | +42.9% |
| Q3 2019 | $990,000 | +72.2% | 28,868 | +79.8% | 0.53% | +68.9% |
| Q2 2019 | $575,000 | +95.6% | 16,058 | +84.5% | 0.32% | +92.1% |
| Q1 2019 | $294,000 | +13.1% | 8,705 | +8.3% | 0.16% | +2.5% |
| Q4 2018 | $260,000 | – | 8,036 | – | 0.16% | – |
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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% |