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 | $2,743,468 | +5.8% | 81,724 | +8.4% | 1.64% | +6.2% |
| Q2 2023 | $2,592,210 | +2.3% | 75,399 | +1.5% | 1.54% | -3.4% |
| Q1 2023 | $2,534,383 | +44.7% | 74,257 | +39.8% | 1.60% | +38.7% |
| Q4 2022 | $1,751,321 | +5.9% | 53,135 | -0.3% | 1.15% | -1.7% |
| Q3 2022 | $1,654,000 | -12.1% | 53,283 | -1.5% | 1.17% | -5.2% |
| Q2 2022 | $1,881,000 | +3.5% | 54,089 | +23.5% | 1.24% | +24.1% |
| Q4 2021 | $1,817,000 | +1.3% | 43,802 | -5.6% | 1.00% | -3.8% |
| Q1 2021 | $1,793,000 | – | 46,414 | – | 1.03% | – |
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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% |