SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 603 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $442,889 | -2.4% | 13,193 | 0.0% | 0.26% | +1.2% |
| Q2 2023 | $453,575 | +0.7% | 13,193 | 0.0% | 0.25% | -7.0% |
| Q1 2023 | $450,277 | +3.5% | 13,193 | 0.0% | 0.27% | +2.2% |
| Q4 2022 | $434,841 | +14.4% | 13,193 | +7.9% | 0.27% | +6.0% |
| Q3 2022 | $380,000 | -10.6% | 12,228 | 0.0% | 0.25% | -7.7% |
| Q2 2022 | $425,000 | -80.7% | 12,228 | -78.6% | 0.27% | -78.8% |
| Q1 2022 | $2,204,000 | -9.3% | 57,028 | -2.6% | 1.29% | -11.5% |
| Q4 2021 | $2,430,000 | -43.7% | 58,567 | -42.3% | 1.46% | -23.9% |
| Q3 2021 | $4,317,000 | -6.7% | 101,515 | -0.2% | 1.91% | -9.0% |
| Q2 2021 | $4,627,000 | +2.3% | 101,696 | -1.5% | 2.10% | -15.7% |
| Q1 2021 | $4,521,000 | +12.4% | 103,259 | +8.2% | 2.50% | +6.1% |
| Q4 2020 | $4,023,000 | – | 95,429 | – | 2.35% | – |
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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% |