SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 584 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $204,799 | -3.3% | 6,101 | -1.0% | 0.03% | +14.3% |
| Q2 2023 | $211,872 | +4.0% | 6,163 | +3.3% | 0.03% | +3.7% |
| Q1 2023 | $203,656 | -6.6% | 5,967 | -14.8% | 0.03% | -12.9% |
| Q3 2022 | $218,000 | -6.8% | 7,007 | +4.0% | 0.03% | -3.1% |
| Q2 2022 | $234,000 | -10.7% | 6,737 | -0.8% | 0.03% | +3.2% |
| Q1 2022 | $262,000 | -30.7% | 6,789 | -32.5% | 0.03% | -39.2% |
| Q4 2019 | $378,000 | -10.6% | 10,065 | -18.5% | 0.05% | -8.9% |
| Q3 2019 | $423,000 | +27.4% | 12,353 | +33.1% | 0.06% | +19.1% |
| Q2 2019 | $332,000 | +4.1% | 9,278 | +3.9% | 0.05% | +2.2% |
| Q1 2019 | $319,000 | – | 8,931 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Luken Investment Analytics, LLC | 873,458 | $29,321,985 | 16.99% |
| McNamara Financial Services, Inc. | 1,380,959 | $46,358,791 | 11.57% |
| Sterneck Capital Management, LLC | 314,176 | $10,546,894 | 7.05% |
| CAPITAL WEALTH MANAGEMENT, LLC | 378,514 | $12,706,715 | 6.97% |
| Brown Financial Advisory | 212,260 | $7,125,569 | 6.31% |
| Brooklyn FI, LLC | 329,786 | $11,070,904 | 5.96% |
| Financial Strategies Group, Inc. | 554,278 | $18,584,955 | 5.86% |
| Horizon Investments, LLC | 5,424,701 | $182,107,213 | 5.54% |
| Stadion Money Management, LLC | 1,929,170 | $64,762,237 | 5.36% |
| Better Money Decisions, LLC | 166,268 | $5,581,615 | 4.91% |