SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 507 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $443 | -18.0% | 13,206 | -15.9% | 0.06% | -12.9% |
| Q2 2023 | $540 | -10.7% | 15,700 | -11.4% | 0.07% | -14.6% |
| Q1 2023 | $605 | -99.9% | 17,722 | -23.6% | 0.08% | -28.7% |
| Q4 2021 | $963,000 | +2.7% | 23,201 | +5.2% | 0.12% | -14.8% |
| Q3 2021 | $938,000 | +1.5% | 22,046 | +8.5% | 0.14% | -1.5% |
| Q2 2021 | $924,000 | +52.0% | 20,317 | +46.2% | 0.14% | +25.7% |
| Q1 2021 | $608,000 | +37.2% | 13,899 | +32.1% | 0.11% | +12.4% |
| Q4 2020 | $443,000 | +42.4% | 10,519 | +23.7% | 0.10% | -3.0% |
| Q3 2020 | $311,000 | +21.5% | 8,502 | +11.0% | 0.10% | +3.1% |
| Q2 2020 | $256,000 | – | 7,660 | – | 0.10% | – |
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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% |