SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 520 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $171,590 | +5.9% | 5,206 | -0.1% | 0.04% | -2.6% |
| Q3 2022 | $162,000 | -6.4% | 5,211 | +4.3% | 0.04% | -2.6% |
| Q2 2022 | $173,000 | -8.0% | 4,995 | +2.9% | 0.04% | +8.3% |
| Q1 2022 | $188,000 | +7.4% | 4,853 | +14.8% | 0.04% | +9.1% |
| Q4 2021 | $175,000 | -3.8% | 4,228 | -1.1% | 0.03% | -5.7% |
| Q3 2021 | $182,000 | -6.7% | 4,275 | -0.3% | 0.04% | -10.3% |
| Q2 2021 | $195,000 | +4.3% | 4,286 | +0.2% | 0.04% | -7.1% |
| Q1 2021 | $187,000 | -5.6% | 4,279 | -9.1% | 0.04% | -51.2% |
| Q4 2020 | $198,000 | +15.1% | 4,707 | -0.1% | 0.09% | +104.8% |
| Q3 2020 | $172,000 | +6.2% | 4,713 | -2.6% | 0.04% | 0.0% |
| Q2 2020 | $162,000 | +20.9% | 4,839 | +2.5% | 0.04% | +10.5% |
| Q1 2020 | $134,000 | +294.1% | 4,719 | +424.3% | 0.04% | +375.0% |
| Q4 2019 | $34,000 | – | 900 | – | 0.01% | – |
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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% |