SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 411 filers reported holding SPDR INDEX SHS FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,929,019 | -3.1% | 87,251 | -0.8% | 0.67% | -2.2% |
| Q2 2023 | $3,023,689 | -0.7% | 87,949 | -1.5% | 0.68% | -6.4% |
| Q1 2023 | $3,046,476 | +3.0% | 89,261 | -0.5% | 0.73% | -2.8% |
| Q4 2022 | $2,957,037 | +4.5% | 89,716 | -1.6% | 0.75% | +3.7% |
| Q3 2022 | $2,829,000 | -9.1% | 91,133 | +1.8% | 0.72% | -8.0% |
| Q2 2022 | $3,112,000 | -7.2% | 89,500 | +3.1% | 0.79% | +1.2% |
| Q1 2022 | $3,354,000 | -2.4% | 86,806 | +4.8% | 0.78% | +1.0% |
| Q4 2021 | $3,435,000 | +6.3% | 82,798 | +9.0% | 0.77% | -2.5% |
| Q3 2021 | $3,230,000 | +9.5% | 75,945 | +17.2% | 0.79% | +5.9% |
| Q2 2021 | $2,949,000 | +4.9% | 64,817 | +0.9% | 0.75% | -5.8% |
| Q1 2021 | $2,812,000 | -3.4% | 64,241 | -7.0% | 0.79% | -13.1% |
| Q4 2020 | $2,912,000 | +8.3% | 69,074 | -6.1% | 0.91% | -3.6% |
| Q3 2020 | $2,690,000 | +6.5% | 73,569 | -2.5% | 0.94% | -1.8% |
| Q2 2020 | $2,526,000 | +12.7% | 75,494 | -0.0% | 0.96% | +0.4% |
| Q1 2020 | $2,242,000 | -14.3% | 75,519 | +6.3% | 0.96% | -14.5% |
| Q4 2019 | $2,617,000 | – | 71,024 | – | 1.12% | – |
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% |