SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 507 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $1,668,633 | +39.3% | 48,634 | +33.8% | 1.84% | +34.8% |
Q4 2022 | $1,197,832 | -4.2% | 36,342 | +1.1% | 1.36% | -5.3% |
Q3 2022 | $1,250,000 | -8.3% | 35,945 | +1.9% | 1.44% | +8.3% |
Q2 2022 | $1,363,000 | 0.0% | 35,284 | 0.0% | 1.33% | +17.7% |
Q1 2022 | $1,363,000 | -22.7% | 35,284 | -16.5% | 1.13% | -19.9% |
Q4 2021 | $1,763,000 | -6.7% | 42,238 | +1.7% | 1.41% | -27.4% |
Q3 2021 | $1,889,000 | 0.0% | 41,519 | 0.0% | 1.94% | 0.0% |
Q2 2021 | $1,889,000 | -1.4% | 41,519 | -5.1% | 1.94% | -11.8% |
Q1 2021 | $1,915,000 | +3.2% | 43,731 | -0.7% | 2.20% | +2.8% |
Q4 2020 | $1,856,000 | – | 44,034 | – | 2.14% | – |
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% |