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 | $12,220,146 | +1.9% | 364,020 | +4.4% | 0.10% | +4.0% |
| Q2 2023 | $11,989,388 | +20.8% | 348,731 | +19.9% | 0.10% | +16.1% |
| Q1 2023 | $9,927,315 | +142.5% | 290,867 | +134.2% | 0.09% | +128.9% |
| Q4 2022 | $4,093,397 | +669.4% | 124,193 | +624.5% | 0.04% | +245.5% |
| Q3 2022 | $532,000 | -86.8% | 17,143 | -85.2% | 0.01% | -82.8% |
| Q2 2022 | $4,040,000 | -4.6% | 116,193 | +6.0% | 0.06% | +4.9% |
| Q1 2022 | $4,236,000 | +29.4% | 109,638 | +38.9% | 0.06% | +29.8% |
| Q4 2021 | $3,274,000 | -9.0% | 78,916 | -6.7% | 0.05% | -17.5% |
| Q3 2021 | $3,597,000 | -10.5% | 84,576 | -4.2% | 0.06% | -12.3% |
| Q2 2021 | $4,019,000 | +23.9% | 88,321 | +19.2% | 0.06% | +1.6% |
| Q1 2021 | $3,245,000 | -46.1% | 74,124 | -48.1% | 0.06% | -46.2% |
| Q4 2020 | $6,022,000 | – | 142,833 | – | 0.12% | – |
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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% |