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 | $2,569,967 | -10.0% | 76,555 | -7.9% | 0.28% | -10.1% |
| Q2 2023 | $2,856,375 | +1.7% | 83,082 | +0.9% | 0.32% | -10.7% |
| Q1 2023 | $2,809,017 | +17.6% | 82,303 | +13.6% | 0.35% | -6.8% |
| Q4 2022 | $2,387,934 | +275.5% | 72,449 | +253.5% | 0.38% | +158.5% |
| Q3 2022 | $636,000 | -18.7% | 20,495 | -8.9% | 0.15% | -19.7% |
| Q2 2022 | $782,000 | -16.5% | 22,503 | -7.2% | 0.18% | -14.9% |
| Q1 2022 | $937,000 | +49.9% | 24,240 | +61.0% | 0.22% | +55.8% |
| Q4 2021 | $625,000 | +5.6% | 15,052 | -27.6% | 0.14% | -48.9% |
| Q1 2020 | $592,000 | – | 20,804 | – | 0.27% | – |
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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% |