SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 472 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $421,707 | +20.3% | 12,562 | +23.2% | 0.02% | +20.0% |
| Q2 2023 | $350,539 | +42.8% | 10,196 | +41.8% | 0.02% | +36.4% |
| Q1 2023 | $245,395 | +3.6% | 7,190 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $236,982 | +7.2% | 7,190 | +1.0% | 0.01% | -8.3% |
| Q3 2022 | $221,000 | +0.9% | 7,119 | +13.1% | 0.01% | +9.1% |
| Q2 2022 | $219,000 | -9.9% | 6,293 | 0.0% | 0.01% | +10.0% |
| Q1 2022 | $243,000 | -6.9% | 6,293 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $261,000 | -2.6% | 6,293 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $268,000 | -6.3% | 6,293 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $286,000 | +23.3% | 6,293 | +18.7% | 0.01% | +16.7% |
| Q1 2021 | $232,000 | +4.0% | 5,300 | 0.0% | 0.01% | -7.7% |
| Q4 2020 | $223,000 | -41.9% | 5,300 | -49.5% | 0.01% | -51.9% |
| Q3 2020 | $384,000 | +9.4% | 10,500 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $351,000 | -8.6% | 10,500 | -22.2% | 0.03% | -25.0% |
| Q1 2020 | $384,000 | -24.3% | 13,500 | 0.0% | 0.04% | -14.3% |
| Q4 2019 | $507,000 | +9.5% | 13,500 | 0.0% | 0.04% | -2.3% |
| Q3 2019 | $463,000 | -19.2% | 13,500 | -15.6% | 0.04% | -21.8% |
| Q2 2019 | $573,000 | +0.2% | 16,000 | 0.0% | 0.06% | -3.5% |
| Q1 2019 | $572,000 | +10.4% | 16,000 | 0.0% | 0.06% | +5.6% |
| Q4 2018 | $518,000 | – | 16,000 | – | 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% |