SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 599 filers reported holding SPDR INDEX SHS FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,463,455 | -29.7% | 43,594 | -28.0% | 0.87% | -18.3% |
| Q2 2023 | $2,082,403 | +1.2% | 60,570 | +0.4% | 1.07% | -5.5% |
| Q1 2023 | $2,058,636 | +3.5% | 60,317 | 0.0% | 1.13% | -1.7% |
| Q4 2022 | $1,988,064 | +533.1% | 60,317 | +495.5% | 1.15% | +511.2% |
| Q3 2022 | $314,000 | +406.5% | 10,128 | +468.4% | 0.19% | +408.1% |
| Q2 2022 | $62,000 | -47.5% | 1,782 | -41.6% | 0.04% | -44.8% |
| Q1 2022 | $118,000 | +118.5% | 3,050 | +134.6% | 0.07% | +116.1% |
| Q4 2021 | $54,000 | -41.9% | 1,300 | -40.7% | 0.03% | -48.3% |
| Q3 2021 | $93,000 | -57.5% | 2,194 | -54.4% | 0.06% | -57.7% |
| Q2 2021 | $219,000 | -10.6% | 4,812 | -13.9% | 0.14% | -21.5% |
| Q1 2021 | $245,000 | -19.4% | 5,591 | -22.4% | 0.18% | -19.2% |
| Q4 2020 | $304,000 | +16.9% | 7,201 | +1.2% | 0.22% | +9.8% |
| Q3 2020 | $260,000 | +32.0% | 7,113 | +28.6% | 0.20% | +50.0% |
| Q2 2020 | $197,000 | +25.5% | 5,529 | 0.0% | 0.14% | 0.0% |
| Q1 2020 | $157,000 | – | 5,529 | – | 0.14% | – |
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% |