SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 285 filers reported holding SPDR INDEX SHS FDS in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $535,403 | +4.5% | 15,949 | +7.0% | 0.00% | – |
| Q2 2023 | $512,325 | -52.6% | 14,902 | -52.9% | 0.00% | – |
| Q1 2023 | $1,079,864 | +126.3% | 31,640 | +118.5% | 0.00% | – |
| Q4 2022 | $477,246 | -38.6% | 14,480 | -42.1% | 0.00% | – |
| Q3 2022 | $777,000 | +56.0% | 25,020 | +74.7% | 0.00% | – |
| Q2 2022 | $498,000 | -22.8% | 14,318 | -14.2% | 0.00% | – |
| Q1 2022 | $645,000 | +1.1% | 16,694 | +8.6% | 0.00% | – |
| Q4 2021 | $638,000 | +32.6% | 15,378 | +35.9% | 0.00% | – |
| Q3 2021 | $481,000 | +8.1% | 11,315 | +15.6% | 0.00% | – |
| Q2 2021 | $445,000 | +87.8% | 9,786 | +80.8% | 0.00% | – |
| Q1 2021 | $237,000 | +5.3% | 5,414 | +1.3% | 0.00% | – |
| Q4 2020 | $225,000 | +30.1% | 5,345 | +13.0% | 0.00% | – |
| Q3 2020 | $173,000 | +41.8% | 4,730 | +29.0% | 0.00% | – |
| Q2 2020 | $122,000 | -82.3% | 3,667 | -84.9% | 0.00% | – |
| Q1 2020 | $689,000 | -84.9% | 24,229 | -80.1% | 0.00% | -100.0% |
| Q4 2019 | $4,574,000 | +6.7% | 121,692 | -2.7% | 0.00% | 0.0% |
| Q3 2019 | $4,285,000 | +6110.1% | 125,013 | +6340.6% | 0.00% | – |
| Q2 2019 | $69,000 | +7.8% | 1,941 | +8.1% | 0.00% | – |
| Q1 2019 | $64,000 | +28.0% | 1,796 | +16.3% | 0.00% | – |
| Q4 2018 | $50,000 | -26.5% | 1,544 | -20.2% | 0.00% | – |
| Q3 2018 | $68,000 | – | 1,935 | – | 0.00% | – |
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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% |