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 | $420,513 | +33.7% | 12,526 | +36.9% | 0.00% | 0.0% |
| Q2 2023 | $314,543 | +11.6% | 9,149 | +10.7% | 0.00% | – |
| Q1 2023 | $281,947 | +27.3% | 8,261 | +22.9% | 0.00% | – |
| Q4 2022 | $221,458 | +19.1% | 6,719 | +12.1% | 0.00% | – |
| Q3 2022 | $186,000 | +12.0% | 5,996 | +25.8% | 0.00% | – |
| Q2 2022 | $166,000 | -22.4% | 4,766 | -13.7% | 0.00% | – |
| Q1 2022 | $214,000 | +319.6% | 5,522 | +346.8% | 0.00% | – |
| Q4 2021 | $51,000 | -35.4% | 1,236 | -33.2% | 0.00% | – |
| Q3 2021 | $79,000 | +19.7% | 1,849 | +28.7% | 0.00% | – |
| Q2 2021 | $66,000 | -5.7% | 1,437 | -10.8% | 0.00% | – |
| Q1 2021 | $70,000 | +6.1% | 1,611 | +2.6% | 0.00% | – |
| Q4 2020 | $66,000 | -58.2% | 1,570 | -63.7% | 0.00% | – |
| Q3 2020 | $158,000 | -11.7% | 4,320 | -19.3% | 0.00% | – |
| Q2 2020 | $179,000 | +13.3% | 5,355 | -3.8% | 0.00% | – |
| Q1 2020 | $158,000 | -22.5% | 5,567 | +3.0% | 0.00% | -100.0% |
| Q4 2019 | $204,000 | -1.9% | 5,406 | -11.0% | 0.00% | 0.0% |
| Q3 2019 | $208,000 | +13.0% | 6,077 | +18.1% | 0.00% | 0.0% |
| Q2 2019 | $184,000 | +42.6% | 5,147 | +43.0% | 0.00% | – |
| Q1 2019 | $129,000 | -30.6% | 3,599 | -37.4% | 0.00% | -100.0% |
| Q4 2018 | $186,000 | -17.0% | 5,749 | -10.6% | 0.00% | 0.0% |
| Q3 2018 | $224,000 | -1.3% | 6,430 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $227,000 | -23.6% | 6,430 | -15.0% | 0.00% | 0.0% |
| Q1 2018 | $297,000 | +26.9% | 7,562 | +23.5% | 0.00% | 0.0% |
| Q4 2017 | $234,000 | +1571.4% | 6,125 | +3140.7% | 0.00% | – |
| Q3 2017 | $14,000 | -85.6% | 189 | -87.4% | 0.00% | – |
| Q4 2013 | $97,000 | -5.8% | 1,500 | -8.5% | 0.00% | – |
| Q3 2013 | $103,000 | +3.0% | 1,639 | -2.4% | 0.00% | – |
| Q2 2013 | $100,000 | – | 1,679 | – | 0.00% | – |
Download | ||||||
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% |