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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $69,846 | +0.8% | 2,032 | +0.1% | 0.03% | -16.7% |
| Q1 2023 | $69,279 | +3.5% | 2,030 | 0.0% | 0.04% | -5.3% |
| Q4 2022 | $66,904 | +6.2% | 2,030 | +0.1% | 0.04% | -2.6% |
| Q3 2022 | $63,000 | -7.4% | 2,027 | 0.0% | 0.04% | -4.9% |
| Q2 2022 | $68,000 | -12.8% | 2,027 | +0.0% | 0.04% | -10.9% |
| Q1 2022 | $78,000 | -7.1% | 2,026 | 0.0% | 0.05% | -8.0% |
| Q4 2021 | $84,000 | -13.4% | 2,026 | -4.5% | 0.05% | -27.5% |
| Q2 2021 | $97,000 | +4.3% | 2,122 | +0.1% | 0.07% | -11.5% |
| Q1 2021 | $93,000 | -16.2% | 2,120 | -19.3% | 0.08% | -15.2% |
| Q4 2020 | $111,000 | +46.1% | 2,628 | +26.0% | 0.09% | +21.1% |
| Q3 2020 | $76,000 | – | 2,085 | – | 0.08% | – |
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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% |