SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 584 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,112,297 | +95870.4% | 32,600 | 0.0% | 0.60% | -8.8% |
| Q4 2022 | $1,159 | -99.9% | 32,600 | +0.2% | 0.66% | +4.9% |
| Q3 2022 | $984,000 | -11.8% | 32,523 | +1.4% | 0.63% | -12.8% |
| Q2 2022 | $1,116,000 | -7.9% | 32,083 | +2.3% | 0.72% | +1.7% |
| Q1 2022 | $1,212,000 | -6.8% | 31,373 | +0.0% | 0.71% | -2.6% |
| Q4 2021 | $1,301,000 | +1.2% | 31,365 | +1.7% | 0.73% | -1.1% |
| Q3 2021 | $1,285,000 | -6.5% | 30,833 | +2.1% | 0.73% | -9.3% |
| Q2 2021 | $1,374,000 | +3.6% | 30,204 | -0.2% | 0.81% | -4.6% |
| Q1 2021 | $1,326,000 | +2.4% | 30,279 | -1.4% | 0.85% | -3.4% |
| Q4 2020 | $1,295,000 | +14.1% | 30,716 | -1.0% | 0.88% | +1.5% |
| Q3 2020 | $1,135,000 | +13.3% | 31,035 | +3.6% | 0.86% | +4.1% |
| Q2 2020 | $1,002,000 | – | 29,961 | – | 0.83% | – |
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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% |