SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 574 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $532,319 | +6.9% | 15,857 | +9.5% | 0.33% | +8.6% |
| Q2 2023 | $497,754 | +7.1% | 14,478 | +6.3% | 0.30% | -0.3% |
| Q1 2023 | $464,919 | +14.0% | 13,622 | +10.1% | 0.30% | +5.2% |
| Q4 2022 | $407,781 | +12.0% | 12,372 | +5.5% | 0.29% | -0.7% |
| Q3 2022 | $364,000 | -6.4% | 11,727 | +4.9% | 0.29% | -3.6% |
| Q2 2022 | $389,000 | -4.2% | 11,176 | +6.3% | 0.30% | +6.3% |
| Q1 2022 | $406,000 | +3.8% | 10,511 | +11.4% | 0.28% | +5.9% |
| Q4 2021 | $391,000 | +17.4% | 9,433 | +20.5% | 0.27% | +6.7% |
| Q3 2021 | $333,000 | +2.8% | 7,830 | +9.8% | 0.25% | -0.4% |
| Q2 2021 | $324,000 | +15.3% | 7,130 | +11.2% | 0.25% | +3.7% |
| Q1 2021 | $281,000 | – | 6,413 | – | 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% |