SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 599 filers reported holding SPDR INDEX SHS FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,277,993 | -1.0% | 67,858 | +1.4% | 1.91% | +3.4% |
| Q2 2023 | $2,301,844 | +1.8% | 66,953 | +1.4% | 1.85% | -6.4% |
| Q1 2023 | $2,260,412 | +14.2% | 66,036 | +9.9% | 1.97% | +9.4% |
| Q4 2022 | $1,980,105 | +13.9% | 60,076 | +7.3% | 1.80% | +4.7% |
| Q3 2022 | $1,738,000 | -16.1% | 55,986 | -5.5% | 1.72% | -10.4% |
| Q2 2022 | $2,071,000 | -3.5% | 59,246 | +8.2% | 1.92% | +17.0% |
| Q1 2022 | $2,147,000 | +26.9% | 54,766 | +34.3% | 1.64% | +21.4% |
| Q4 2021 | $1,692,000 | – | 40,771 | – | 1.35% | – |
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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% |