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 | $1,047,183 | +1.5% | 31,194 | +3.9% | 0.67% | +5.1% |
| Q2 2023 | $1,032,156 | +0.7% | 30,022 | +0.0% | 0.64% | -2.0% |
| Q1 2023 | $1,024,617 | +3.6% | 30,021 | +0.0% | 0.65% | -7.2% |
| Q4 2022 | $989,459 | -3.1% | 30,020 | -8.8% | 0.70% | -16.5% |
| Q3 2022 | $1,021,000 | +4.5% | 32,900 | +17.0% | 0.84% | -1.2% |
| Q2 2022 | $977,000 | -10.0% | 28,109 | 0.0% | 0.85% | -1.6% |
| Q1 2022 | $1,086,000 | +5.3% | 28,109 | +13.1% | 0.87% | +12.3% |
| Q4 2021 | $1,031,000 | -2.5% | 24,854 | 0.0% | 0.77% | -12.0% |
| Q3 2021 | $1,057,000 | -6.5% | 24,854 | 0.0% | 0.88% | -5.9% |
| Q2 2021 | $1,131,000 | +4.0% | 24,854 | 0.0% | 0.93% | -7.3% |
| Q1 2021 | $1,088,000 | +2.9% | 24,854 | -0.9% | 1.01% | -16.7% |
| Q4 2020 | $1,057,000 | – | 25,076 | – | 1.21% | – |
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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% |