SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 603 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $405,331 | +9.1% | 12,074 | +11.7% | 0.06% | +7.5% |
| Q2 2023 | $371,666 | +9.0% | 10,811 | +8.2% | 0.05% | 0.0% |
| Q1 2023 | $340,954 | +13.8% | 9,990 | +9.9% | 0.05% | -5.4% |
| Q4 2022 | $299,478 | +8.1% | 9,086 | +1.8% | 0.06% | +7.7% |
| Q3 2022 | $277,000 | -1.4% | 8,926 | +6.9% | 0.05% | -5.5% |
| Q2 2022 | $281,000 | -5.4% | 8,353 | -1.3% | 0.06% | +19.6% |
| Q1 2022 | $297,000 | -45.6% | 8,463 | -55.9% | 0.05% | -73.3% |
| Q1 2020 | $546,000 | -55.2% | 19,177 | -40.8% | 0.17% | -56.8% |
| Q4 2019 | $1,218,000 | – | 32,414 | – | 0.40% | – |
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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% |