SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 520 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $319,646 | +50.1% | 9,698 | +41.6% | 0.10% | +41.8% |
| Q3 2022 | $213,000 | -10.5% | 6,848 | 0.0% | 0.07% | -9.5% |
| Q2 2022 | $238,000 | -10.2% | 6,848 | 0.0% | 0.07% | 0.0% |
| Q1 2022 | $265,000 | -6.7% | 6,848 | 0.0% | 0.07% | -14.0% |
| Q4 2021 | $284,000 | -2.4% | 6,848 | 0.0% | 0.09% | -9.5% |
| Q3 2021 | $291,000 | -6.7% | 6,848 | 0.0% | 0.10% | +11.8% |
| Q2 2021 | $312,000 | +4.0% | 6,848 | 0.0% | 0.08% | +1.2% |
| Q1 2021 | $300,000 | +3.8% | 6,848 | 0.0% | 0.08% | -2.3% |
| Q4 2020 | $289,000 | +15.6% | 6,848 | 0.0% | 0.09% | +7.5% |
| Q3 2020 | $250,000 | +9.2% | 6,848 | 0.0% | 0.08% | 0.0% |
| Q2 2020 | $229,000 | +17.4% | 6,848 | 0.0% | 0.08% | -1.2% |
| Q1 2020 | $195,000 | -24.1% | 6,848 | 0.0% | 0.08% | -12.0% |
| Q4 2019 | $257,000 | +9.4% | 6,848 | 0.0% | 0.09% | +2.2% |
| Q3 2019 | $235,000 | -4.9% | 6,848 | 0.0% | 0.09% | -10.9% |
| Q2 2019 | $247,000 | – | 6,848 | – | 0.10% | – |
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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% |