SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 569 filers reported holding SPDR INDEX SHS FDS in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $989,476 | -9.0% | 29,475 | -6.8% | 0.24% | -2.0% |
| Q2 2023 | $1,087,621 | +33.8% | 31,635 | +32.9% | 0.24% | +25.0% |
| Q1 2023 | $812,643 | +142.6% | 23,810 | +134.3% | 0.20% | +139.0% |
| Q4 2022 | $334,946 | +24.1% | 10,162 | +30.8% | 0.08% | +64.0% |
| Q2 2022 | $270,000 | -48.2% | 7,770 | -42.4% | 0.05% | -43.8% |
| Q1 2022 | $521,000 | -41.5% | 13,494 | -35.6% | 0.09% | -44.7% |
| Q3 2021 | $891,000 | +29.1% | 20,943 | +38.1% | 0.16% | +24.8% |
| Q2 2021 | $690,000 | +54.4% | 15,169 | +48.7% | 0.13% | +38.7% |
| Q1 2021 | $447,000 | +40.6% | 10,200 | +35.4% | 0.09% | +31.0% |
| Q4 2020 | $318,000 | +3.9% | 7,535 | -10.0% | 0.07% | -10.1% |
| Q3 2020 | $306,000 | +16.3% | 8,370 | +6.5% | 0.08% | -21.0% |
| Q2 2020 | $263,000 | +185.9% | 7,859 | +143.0% | 0.10% | +150.0% |
| Q1 2020 | $92,000 | – | 3,234 | – | 0.04% | – |
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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% |