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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,324,827 | -15.0% | 99,042 | -12.9% | 2.49% | -2.0% |
Q2 2023 | $3,910,815 | +67.2% | 113,753 | +66.0% | 2.54% | +47.7% |
Q1 2023 | $2,338,403 | +11.0% | 68,515 | +7.2% | 1.72% | +25.1% |
Q4 2022 | $2,105,979 | +13.5% | 63,895 | +6.9% | 1.38% | -4.1% |
Q3 2022 | $1,855,000 | -6.6% | 59,753 | +4.5% | 1.43% | +0.8% |
Q2 2022 | $1,987,000 | -9.1% | 57,159 | +1.0% | 1.42% | -3.4% |
Q1 2022 | $2,187,000 | +19.7% | 56,595 | +28.5% | 1.47% | +13.4% |
Q4 2021 | $1,827,000 | -14.6% | 44,040 | -12.4% | 1.30% | -5.6% |
Q3 2021 | $2,139,000 | +4.1% | 50,302 | +11.4% | 1.38% | +4.4% |
Q2 2021 | $2,055,000 | +11.3% | 45,158 | +7.0% | 1.32% | +10.2% |
Q1 2021 | $1,847,000 | +3.4% | 42,195 | -0.4% | 1.20% | +6.4% |
Q4 2020 | $1,787,000 | +39.4% | 42,385 | +20.9% | 1.12% | -9.1% |
Q3 2020 | $1,282,000 | +3.3% | 35,071 | -5.4% | 1.24% | +2.3% |
Q2 2020 | $1,241,000 | -11.3% | 37,090 | -24.5% | 1.21% | -24.1% |
Q1 2020 | $1,399,000 | – | 49,157 | – | 1.59% | – |
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% |