SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 520 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $62,642 | -99.1% | 1,866 | -99.1% | 0.02% | -99.2% |
| Q2 2023 | $7,187,861 | +2.6% | 209,071 | +1.8% | 1.78% | -4.2% |
| Q1 2023 | $7,006,241 | +9.4% | 205,281 | +5.7% | 1.86% | -1.6% |
| Q4 2022 | $6,402,744 | +4.7% | 194,258 | -1.4% | 1.89% | -1.0% |
| Q3 2022 | $6,116,000 | -10.3% | 197,051 | +0.5% | 1.91% | -1.3% |
| Q2 2022 | $6,815,000 | -5.9% | 196,003 | +4.6% | 1.94% | +15.2% |
| Q1 2022 | $7,239,000 | -5.7% | 187,351 | +1.2% | 1.68% | +4.5% |
| Q4 2021 | $7,679,000 | +10.3% | 185,085 | +13.0% | 1.61% | +2.8% |
| Q3 2021 | $6,964,000 | -5.2% | 163,744 | +1.4% | 1.57% | -3.2% |
| Q2 2021 | $7,348,000 | +11.3% | 161,494 | +7.1% | 1.62% | +1.5% |
| Q1 2021 | $6,600,000 | -9.9% | 150,754 | -13.3% | 1.59% | -5.6% |
| Q4 2020 | $7,327,000 | +163.3% | 173,794 | +128.3% | 1.69% | +117.8% |
| Q3 2020 | $2,783,000 | – | 76,115 | – | 0.78% | – |
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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% |