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 2023 | $431,433 | +10.3% | 12,487 | +5.4% | 0.21% | -0.5% |
| Q3 2023 | $391,293 | +13.2% | 11,847 | +18.4% | 0.21% | +9.2% |
| Q2 2023 | $345,528 | +6.2% | 10,007 | +4.9% | 0.20% | -0.5% |
| Q1 2023 | $325,462 | +3.8% | 9,542 | +1.3% | 0.20% | -8.0% |
| Q4 2022 | $313,448 | +5.5% | 9,418 | +3.3% | 0.21% | -0.9% |
| Q3 2022 | $297,000 | -18.4% | 9,118 | -10.9% | 0.22% | -14.3% |
| Q2 2022 | $364,000 | -12.3% | 10,228 | -3.0% | 0.25% | -7.0% |
| Q1 2022 | $415,000 | -10.6% | 10,545 | -5.3% | 0.27% | -10.9% |
| Q4 2021 | $464,000 | -13.8% | 11,130 | -11.5% | 0.30% | -22.7% |
| Q3 2021 | $538,000 | -2.4% | 12,575 | +2.0% | 0.39% | -6.2% |
| Q2 2021 | $551,000 | +0.7% | 12,325 | -1.1% | 0.42% | -7.3% |
| Q1 2021 | $547,000 | +3.6% | 12,458 | -2.1% | 0.45% | -11.4% |
| Q4 2020 | $528,000 | +10.9% | 12,721 | -2.3% | 0.51% | -1.7% |
| Q3 2020 | $476,000 | +57.6% | 13,021 | +48.5% | 0.52% | +54.2% |
| Q2 2020 | $302,000 | -23.2% | 8,766 | -34.9% | 0.34% | -31.1% |
| Q1 2020 | $393,000 | -19.1% | 13,464 | +4.2% | 0.49% | +3.6% |
| Q4 2019 | $486,000 | – | 12,924 | – | 0.47% | – |
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% |