SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 409 filers reported holding SPDR INDEX SHS FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,407,776 | -3.2% | 101,513 | -0.9% | 0.55% | -2.5% |
Q2 2023 | $3,520,632 | +3.9% | 102,403 | +3.1% | 0.56% | -2.6% |
Q1 2023 | $3,389,819 | +0.6% | 99,321 | -2.8% | 0.58% | -5.4% |
Q4 2022 | $3,368,539 | +7.2% | 102,201 | +1.0% | 0.61% | +9.7% |
Q3 2022 | $3,142,000 | +0.6% | 101,218 | +12.7% | 0.55% | -2.5% |
Q2 2022 | $3,123,000 | -7.9% | 89,833 | -3.8% | 0.57% | -11.8% |
Q1 2022 | $3,390,000 | -9.6% | 93,380 | +3.3% | 0.64% | -23.7% |
Q4 2021 | $3,752,000 | +13.9% | 90,434 | +16.8% | 0.84% | -4.4% |
Q3 2021 | $3,294,000 | -2.7% | 77,443 | +4.1% | 0.88% | -16.1% |
Q2 2021 | $3,384,000 | +11.1% | 74,369 | +8.0% | 1.05% | -17.0% |
Q1 2021 | $3,045,000 | +5.8% | 68,843 | +0.8% | 1.27% | -3.2% |
Q4 2020 | $2,879,000 | +13.0% | 68,282 | -1.1% | 1.31% | -6.0% |
Q3 2020 | $2,548,000 | +6.9% | 69,050 | -2.0% | 1.39% | -6.8% |
Q2 2020 | $2,384,000 | +15.8% | 70,436 | -6.3% | 1.50% | +7.9% |
Q1 2020 | $2,059,000 | -21.7% | 75,208 | +7.6% | 1.39% | -9.2% |
Q4 2019 | $2,628,000 | +16.5% | 69,924 | +5.7% | 1.53% | +1.2% |
Q3 2019 | $2,255,000 | +4.0% | 66,136 | +10.8% | 1.51% | +1.3% |
Q2 2019 | $2,169,000 | +29.6% | 59,708 | +29.4% | 1.49% | +19.0% |
Q1 2019 | $1,674,000 | +33.2% | 46,146 | +18.8% | 1.25% | +35.5% |
Q4 2018 | $1,257,000 | -13.3% | 38,840 | -6.6% | 0.92% | -4.3% |
Q3 2018 | $1,449,000 | +31.4% | 41,598 | +33.3% | 0.96% | +19.3% |
Q2 2018 | $1,103,000 | +34.7% | 31,201 | +49.7% | 0.81% | +17.8% |
Q1 2018 | $819,000 | – | 20,841 | – | 0.69% | – |
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% |