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 | $6,244 | -15.1% | 186 | -13.1% | 0.00% | 0.0% |
| Q2 2023 | $7,357 | +0.7% | 214 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7,304 | -61.5% | 214 | -62.8% | 0.00% | -66.7% |
| Q4 2022 | $18,952 | -99.3% | 575 | -99.4% | 0.01% | -99.4% |
| Q3 2022 | $2,902,000 | +8.8% | 93,478 | +21.8% | 1.54% | +2.3% |
| Q2 2022 | $2,668,000 | +1.5% | 76,746 | +12.8% | 1.50% | +17.4% |
| Q1 2022 | $2,629,000 | -10.0% | 68,050 | -3.4% | 1.28% | -13.7% |
| Q4 2021 | $2,921,000 | +110.0% | 70,409 | +115.2% | 1.48% | +78.7% |
| Q3 2021 | $1,391,000 | +272.9% | 32,712 | +298.6% | 0.83% | +241.6% |
| Q2 2021 | $373,000 | – | 8,207 | – | 0.24% | – |
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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% |