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 | $5,974,053 | -16.1% | 177,958 | -14.1% | 1.51% | -9.3% |
| Q2 2023 | $7,119,547 | +31.8% | 207,084 | +30.8% | 1.67% | +25.5% |
| Q1 2023 | $5,402,688 | +17.3% | 158,297 | +13.3% | 1.33% | +14.8% |
| Q4 2022 | $4,605,550 | -27.8% | 139,732 | -32.0% | 1.16% | -29.2% |
| Q3 2022 | $6,382,000 | -8.3% | 205,411 | +2.7% | 1.63% | -6.2% |
| Q2 2022 | $6,956,000 | – | 200,063 | – | 1.74% | – |
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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% |