SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 472 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $223,710 | -10.0% | 6,507 | -10.2% | 0.13% | -14.8% |
| Q1 2023 | $248,575 | -89.0% | 7,245 | -89.4% | 0.15% | -89.7% |
| Q4 2022 | $2,258,616 | -99.9% | 68,526 | +1.8% | 1.44% | -1.8% |
| Q3 2022 | $2,089,985,000 | -4.4% | 67,332 | +7.0% | 1.47% | -0.5% |
| Q2 2022 | $2,187,172,000 | -18.1% | 62,904 | -8.9% | 1.48% | -13.4% |
| Q1 2022 | $2,668,980,000 | -3.9% | 69,073 | +3.2% | 1.70% | +1.6% |
| Q4 2021 | $2,777,755,000 | -1.9% | 66,950 | +0.6% | 1.68% | -8.7% |
| Q3 2021 | $2,831,942,000 | +4254.0% | 66,540 | -97.7% | 1.84% | -19.8% |
| Q2 2021 | $65,042,000 | +2132.8% | 2,831,928 | +4074.2% | 2.29% | +12.5% |
| Q1 2021 | $2,913,000 | +1.3% | 67,843 | +11.1% | 2.04% | -5.1% |
| Q4 2020 | $2,876,000 | – | 61,076 | – | 2.15% | – |
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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% |