SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 520 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $516,342 | -83.4% | 15,381 | -83.0% | 0.12% | -83.7% |
| Q2 2023 | $3,109,496 | -47.8% | 90,445 | -48.2% | 0.74% | -68.7% |
| Q1 2023 | $5,953,814 | +1177.7% | 174,445 | +1194.2% | 2.38% | +1150.5% |
| Q4 2022 | $465,976 | +34.7% | 13,479 | +19.5% | 0.19% | +20.3% |
| Q3 2022 | $346,000 | -13.5% | 11,284 | -3.9% | 0.16% | -11.2% |
| Q2 2022 | $400,000 | -95.0% | 11,736 | -94.8% | 0.18% | -94.2% |
| Q1 2022 | $8,066,000 | +30.9% | 225,245 | +52.5% | 3.06% | +47.3% |
| Q4 2021 | $6,163,000 | +22.5% | 147,692 | +29.2% | 2.08% | +9.9% |
| Q3 2021 | $5,031,000 | +1038.2% | 114,272 | +1046.6% | 1.89% | +889.5% |
| Q2 2021 | $442,000 | -97.1% | 9,966 | -97.2% | 0.19% | -97.5% |
| Q1 2021 | $15,461,000 | +30.9% | 353,159 | +26.1% | 7.74% | +0.1% |
| Q4 2020 | $11,810,000 | – | 280,127 | – | 7.74% | – |
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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% |