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 | $483,628 | +1.2% | 14,407 | +3.7% | 0.01% | 0.0% |
| Q2 2023 | $477,716 | -5.9% | 13,895 | -6.6% | 0.01% | -16.7% |
| Q1 2023 | $507,763 | +33.1% | 14,877 | +28.5% | 0.01% | +20.0% |
| Q4 2022 | $381,436 | -7.4% | 11,573 | -12.9% | 0.01% | -16.7% |
| Q3 2022 | $412,000 | -0.5% | 13,280 | +11.5% | 0.01% | 0.0% |
| Q2 2022 | $414,000 | -17.4% | 11,915 | -8.0% | 0.01% | -14.3% |
| Q1 2022 | $501,000 | -19.1% | 12,955 | -13.1% | 0.01% | -22.2% |
| Q4 2021 | $619,000 | +8.4% | 14,911 | +10.9% | 0.01% | -10.0% |
| Q3 2021 | $571,000 | -21.6% | 13,448 | -16.0% | 0.01% | -23.1% |
| Q2 2021 | $728,000 | -9.8% | 16,008 | -13.2% | 0.01% | -23.5% |
| Q1 2021 | $807,000 | -3.6% | 18,439 | -6.9% | 0.02% | -15.0% |
| Q4 2020 | $837,000 | -4.0% | 19,797 | -17.1% | 0.02% | +42.9% |
| Q3 2020 | $872,000 | +36.9% | 23,868 | +26.0% | 0.01% | -22.2% |
| Q2 2020 | $637,000 | +55.4% | 18,944 | +30.4% | 0.02% | +50.0% |
| Q1 2020 | $410,000 | -66.9% | 14,531 | -56.0% | 0.01% | -58.6% |
| Q4 2019 | $1,239,000 | +35.1% | 33,001 | +23.2% | 0.03% | -21.6% |
| Q3 2019 | $917,000 | +140.1% | 26,787 | +150.8% | 0.04% | +117.6% |
| Q2 2019 | $382,000 | +24.4% | 10,679 | +24.3% | 0.02% | +6.2% |
| Q1 2019 | $307,000 | – | 8,590 | – | 0.02% | – |
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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% |