SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 409 filers reported holding SPDR INDEX SHS FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,438 | +0.7% | 100 | 0.0% | 0.00% | – |
| Q1 2023 | $3,413 | -99.6% | 100 | -99.6% | 0.00% | -100.0% |
| Q4 2022 | $800,333 | +46.6% | 24,282 | +37.9% | 0.02% | +36.4% |
| Q3 2022 | $546,000 | +120.2% | 17,607 | +146.5% | 0.01% | +120.0% |
| Q2 2022 | $248,000 | -54.9% | 7,143 | -49.9% | 0.01% | -44.4% |
| Q1 2022 | $550,000 | -5.0% | 14,247 | +2.2% | 0.01% | 0.0% |
| Q4 2021 | $579,000 | +1.2% | 13,943 | +3.5% | 0.01% | -10.0% |
| Q3 2021 | $572,000 | -17.9% | 13,469 | -15.4% | 0.01% | -23.1% |
| Q1 2021 | $697,000 | -24.1% | 15,925 | -26.9% | 0.01% | -27.8% |
| Q4 2020 | $918,000 | +27.7% | 21,782 | +10.8% | 0.02% | +12.5% |
| Q3 2020 | $719,000 | +12.5% | 19,667 | +2.9% | 0.02% | +6.7% |
| Q2 2020 | $639,000 | +40.4% | 19,107 | +19.4% | 0.02% | +15.4% |
| Q1 2020 | $455,000 | -22.1% | 16,000 | +3.0% | 0.01% | 0.0% |
| Q4 2019 | $584,000 | +12.1% | 15,527 | +2.2% | 0.01% | 0.0% |
| Q3 2019 | $521,000 | -10.3% | 15,199 | -6.4% | 0.01% | -7.1% |
| Q2 2019 | $581,000 | -3.3% | 16,233 | -3.5% | 0.01% | 0.0% |
| Q1 2019 | $601,000 | +28.7% | 16,816 | +16.7% | 0.01% | +7.7% |
| Q4 2018 | $467,000 | -7.7% | 14,413 | -0.8% | 0.01% | 0.0% |
| Q3 2018 | $506,000 | -1.9% | 14,533 | -0.6% | 0.01% | -7.1% |
| Q2 2018 | $516,000 | +9.3% | 14,625 | +21.8% | 0.01% | +7.7% |
| Q1 2018 | $472,000 | – | 12,012 | – | 0.01% | – |
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% |