SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 520 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $253,350 | +11.7% | 7,547 | +14.4% | 0.03% | +17.4% |
| Q2 2023 | $226,731 | -98.2% | 6,595 | -98.2% | 0.02% | -96.7% |
| Q1 2023 | $12,408,613 | +885.4% | 376,348 | +885.0% | 0.69% | +1135.7% |
| Q4 2022 | $1,259,253 | +2.7% | 38,206 | -3.2% | 0.06% | -22.2% |
| Q3 2022 | $1,226,000 | +278.4% | 39,484 | +321.5% | 0.07% | +148.3% |
| Q2 2022 | $324,000 | -6.6% | 9,368 | +4.3% | 0.03% | +45.0% |
| Q1 2022 | $347,000 | -8.0% | 8,979 | -1.2% | 0.02% | -37.5% |
| Q4 2021 | $377,000 | -27.1% | 9,090 | -23.1% | 0.03% | -22.0% |
| Q1 2021 | $517,000 | +4.2% | 11,814 | +0.4% | 0.04% | -10.9% |
| Q4 2020 | $496,000 | – | 11,762 | – | 0.05% | – |
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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% |