SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 569 filers reported holding SPDR INDEX SHS FDS in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $647,200 | -2.2% | 19,279 | +0.2% | 0.10% | -10.2% |
| Q2 2023 | $661,509 | -5.6% | 19,241 | -6.3% | 0.11% | -35.7% |
| Q1 2023 | $700,553 | -16.4% | 20,526 | -5.4% | 0.17% | -30.9% |
| Q1 2022 | $838,000 | -2.9% | 21,693 | +4.2% | 0.24% | +38.1% |
| Q4 2021 | $863,000 | +1.1% | 20,811 | +3.6% | 0.18% | -5.4% |
| Q3 2021 | $854,000 | -4.6% | 20,080 | +2.1% | 0.19% | 0.0% |
| Q2 2021 | $895,000 | +3.7% | 19,665 | -0.2% | 0.19% | -5.1% |
| Q1 2021 | $863,000 | +32.6% | 19,705 | +1.3% | 0.20% | -49.5% |
| Q2 2020 | $651,000 | – | 19,456 | – | 0.39% | – |
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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% |