SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 574 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $203,000 | -11.7% | 5,846 | -1.7% | 0.12% | +4.5% |
| Q1 2022 | $230,000 | -7.6% | 5,946 | -0.9% | 0.11% | -4.3% |
| Q4 2021 | $249,000 | -2.4% | 6,002 | 0.0% | 0.12% | -13.5% |
| Q3 2021 | $255,000 | -6.6% | 6,002 | 0.0% | 0.13% | -9.5% |
| Q2 2021 | $273,000 | -5.2% | 6,002 | -8.9% | 0.15% | -10.9% |
| Q1 2021 | $288,000 | -40.0% | 6,587 | -42.2% | 0.16% | -47.1% |
| Q4 2020 | $480,000 | +10.1% | 11,399 | -4.5% | 0.31% | -17.7% |
| Q3 2020 | $436,000 | +3.8% | 11,942 | -4.9% | 0.38% | -17.1% |
| Q2 2020 | $420,000 | -1.4% | 12,563 | -16.1% | 0.46% | -15.7% |
| Q1 2020 | $426,000 | -34.3% | 14,980 | -13.2% | 0.54% | -2.3% |
| Q4 2019 | $648,000 | – | 17,254 | – | 0.56% | – |
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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% |