SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 574 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,200,692 | +10.8% | 601,742 | +13.5% | 3.82% | +3.4% |
| Q2 2023 | $18,228,320 | +124.6% | 530,197 | +122.9% | 3.69% | -1.6% |
| Q1 2023 | $8,116,728 | +28.8% | 237,818 | +24.4% | 3.75% | +11.7% |
| Q4 2022 | $6,302,993 | +50.4% | 191,232 | +41.6% | 3.36% | +33.4% |
| Q3 2022 | $4,192,000 | +4.8% | 135,045 | +17.4% | 2.52% | +5.0% |
| Q2 2022 | $3,999,000 | +549.2% | 115,002 | +674.0% | 2.40% | +741.4% |
| Q4 2021 | $616,000 | -43.3% | 14,858 | -41.8% | 0.28% | -49.7% |
| Q3 2021 | $1,086,000 | -35.4% | 25,544 | -30.8% | 0.57% | -37.6% |
| Q2 2021 | $1,680,000 | -31.8% | 36,919 | -34.4% | 0.91% | -33.9% |
| Q1 2021 | $2,465,000 | – | 56,307 | – | 1.38% | – |
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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% |