SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 603 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $782,641 | -42.6% | 23,210 | -40.4% | 0.31% | -38.8% |
| Q2 2023 | $1,364,348 | +41.7% | 38,948 | +38.0% | 0.50% | +31.4% |
| Q1 2023 | $962,901 | +27.5% | 28,221 | +32.2% | 0.38% | -4.0% |
| Q4 2022 | $755,151 | -10.7% | 21,344 | -22.4% | 0.40% | -16.2% |
| Q3 2022 | $846,000 | -0.6% | 27,504 | +11.8% | 0.48% | +5.6% |
| Q2 2022 | $851,000 | -30.9% | 24,611 | -27.6% | 0.45% | -34.4% |
| Q1 2022 | $1,231,000 | +2.6% | 33,986 | +18.7% | 0.69% | -39.1% |
| Q4 2021 | $1,200,000 | -20.4% | 28,622 | -17.1% | 1.13% | -18.5% |
| Q3 2021 | $1,508,000 | -12.8% | 34,506 | -16.5% | 1.38% | +265.6% |
| Q2 2021 | $1,730,000 | -12.0% | 41,332 | -5.1% | 0.38% | -35.1% |
| Q1 2021 | $1,965,000 | +49.3% | 43,534 | +45.7% | 0.58% | +45.1% |
| Q4 2020 | $1,316,000 | +14.5% | 29,873 | -3.0% | 0.40% | -14.5% |
| Q3 2020 | $1,149,000 | – | 30,787 | – | 0.47% | – |
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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% |