SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 609 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $604 | +125.4% | 18 | -99.8% | 0.00% | -100.0% |
| Q2 2023 | $268 | -50.8% | 7,805 | -51.2% | 0.04% | -51.7% |
| Q1 2023 | $545 | +4.6% | 15,979 | +1.1% | 0.09% | -9.2% |
| Q4 2022 | $521 | -13.7% | 15,809 | +87727.8% | 0.10% | – |
| Q3 2022 | $604 | -100.0% | 18 | -100.0% | 0.00% | -100.0% |
| Q2 2022 | $1,442,000 | +153.4% | 42,283 | +187.5% | 0.32% | +178.4% |
| Q1 2022 | $569,000 | – | 14,705 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Luken Investment Analytics, LLC | 953,772 | $32,790,681 | 18.35% |
| McNamara Financial Services, Inc. | 1,382,973 | $47,823,214 | 11.48% |
| CAPITAL WEALTH MANAGEMENT, LLC | 378,439 | $13,010,733 | 7.08% |
| Sterneck Capital Management, LLC | 320,576 | $11,021,408 | 6.75% |
| Brown Financial Advisory | 236,390 | $8,127,089 | 6.63% |
| Financial Strategies Group, Inc. | 532,700 | $18,314,240 | 5.86% |
| Horizon Investments, LLC | 5,679,331 | $195,255,400 | 5.62% |
| Single Point Partners, LLC | 117,618 | $4,044 | 5.58% |
| Brooklyn FI, LLC | 254,760 | $8,758,636 | 4.78% |
| Better Money Decisions, LLC | 158,878 | $5,462,238 | 4.45% |