SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 569 filers reported holding SPDR INDEX SHS FDS in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,485,979 | -2.3% | 44,265 | +0.1% | 1.12% | +1.4% |
| Q2 2023 | $1,520,321 | +17.6% | 44,221 | +16.7% | 1.11% | +5.9% |
| Q1 2023 | $1,292,881 | +11.0% | 37,881 | +7.2% | 1.04% | -5.3% |
| Q4 2022 | $1,165,171 | +11.0% | 35,351 | +4.5% | 1.10% | +0.3% |
| Q3 2022 | $1,050,000 | -12.6% | 33,823 | -2.2% | 1.10% | -3.6% |
| Q2 2022 | $1,202,000 | -7.8% | 34,575 | +2.5% | 1.14% | +6.8% |
| Q1 2022 | $1,304,000 | -6.3% | 33,748 | +0.6% | 1.07% | +3.7% |
| Q4 2021 | $1,392,000 | – | 33,541 | – | 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% |