SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 527 filers reported holding SPDR INDEX SHS FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $130,587 | -2.4% | 3,890 | 0.0% | 0.02% | -5.3% |
| Q2 2023 | $133,738 | +0.7% | 3,890 | 0.0% | 0.02% | -9.5% |
| Q1 2023 | $132,766 | +3.6% | 3,890 | 0.0% | 0.02% | -27.6% |
| Q4 2022 | $128,214 | +6.0% | 3,890 | 0.0% | 0.03% | -9.4% |
| Q3 2022 | $121,000 | -11.0% | 3,890 | -0.3% | 0.03% | +33.3% |
| Q2 2022 | $136,000 | -9.9% | 3,901 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $151,000 | -6.8% | 3,901 | 0.0% | 0.02% | +26.3% |
| Q4 2021 | $162,000 | -2.4% | 3,901 | -0.1% | 0.02% | -20.8% |
| Q3 2021 | $166,000 | -6.2% | 3,906 | +0.1% | 0.02% | -17.2% |
| Q2 2021 | $177,000 | +2.3% | 3,901 | -1.2% | 0.03% | -21.6% |
| Q1 2021 | $173,000 | +5.5% | 3,949 | +1.5% | 0.04% | -31.5% |
| Q4 2020 | $164,000 | – | 3,890 | – | 0.05% | – |
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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% |