SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 574 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,184,630 | -6.6% | 65,077 | -4.4% | 0.63% | -5.4% |
| Q2 2023 | $2,340,207 | +0.9% | 68,069 | +0.2% | 0.67% | -5.3% |
| Q1 2023 | $2,319,038 | +3.5% | 67,947 | 0.0% | 0.70% | -3.0% |
| Q4 2022 | $2,239,540 | +6.8% | 67,947 | +0.6% | 0.73% | -5.7% |
| Q3 2022 | $2,097,000 | -11.1% | 67,571 | -0.4% | 0.77% | -10.0% |
| Q2 2022 | $2,359,000 | +14.3% | 67,833 | +27.1% | 0.86% | +27.6% |
| Q1 2022 | $2,063,000 | -6.5% | 53,388 | +0.4% | 0.67% | -2.2% |
| Q4 2021 | $2,207,000 | -2.1% | 53,188 | +0.4% | 0.69% | -8.3% |
| Q3 2021 | $2,254,000 | -6.5% | 52,992 | 0.0% | 0.75% | -7.5% |
| Q2 2021 | $2,411,000 | +4.2% | 52,992 | +0.3% | 0.81% | -4.5% |
| Q1 2021 | $2,314,000 | +3.9% | 52,850 | 0.0% | 0.85% | -2.2% |
| Q4 2020 | $2,228,000 | – | 52,850 | – | 0.87% | – |
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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% |