SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 584 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,706,061 | -2.4% | 50,821 | -0.0% | 0.18% | -4.2% |
| Q2 2023 | $1,747,914 | -6.4% | 50,841 | -7.1% | 0.19% | -10.4% |
| Q1 2023 | $1,868,140 | +5.2% | 54,736 | +1.6% | 0.21% | -4.1% |
| Q4 2022 | $1,775,259 | +66.7% | 53,861 | +57.1% | 0.22% | +36.4% |
| Q3 2022 | $1,065,000 | -47.7% | 34,295 | -41.4% | 0.16% | -49.1% |
| Q2 2022 | $2,035,000 | +36.1% | 58,521 | +54.1% | 0.32% | +43.2% |
| Q1 2022 | $1,495,000 | – | 37,972 | – | 0.22% | – |
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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% |