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 | $739,300 | -20.2% | 22,023 | -18.2% | 0.12% | +25.8% |
| Q2 2023 | $926,047 | +6.6% | 26,936 | +5.8% | 0.10% | -1.0% |
| Q1 2023 | $868,664 | -37.7% | 25,452 | -39.8% | 0.10% | -43.0% |
| Q4 2022 | $1,394,427 | +146.4% | 42,307 | +132.1% | 0.17% | +123.4% |
| Q3 2022 | $566,000 | -8.4% | 18,228 | +2.5% | 0.08% | -4.9% |
| Q2 2022 | $618,000 | -4.6% | 17,779 | +6.0% | 0.08% | +12.5% |
| Q1 2022 | $648,000 | -13.4% | 16,768 | -7.0% | 0.07% | -10.0% |
| Q4 2021 | $748,000 | -7.4% | 18,031 | -5.1% | 0.08% | -25.2% |
| Q3 2021 | $808,000 | -5.7% | 19,010 | +1.0% | 0.11% | -22.5% |
| Q2 2021 | $857,000 | +7.9% | 18,829 | +3.8% | 0.14% | -15.3% |
| Q1 2021 | $794,000 | +17.3% | 18,139 | +13.0% | 0.16% | -22.0% |
| Q4 2020 | $677,000 | – | 16,055 | – | 0.21% | – |
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% |