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 | $561,756 | +4.7% | 16,734 | +7.2% | 0.26% | +4.9% |
| Q2 2023 | $536,431 | -3.7% | 15,603 | -4.4% | 0.24% | -14.7% |
| Q1 2023 | $557,138 | -3.0% | 16,324 | -6.3% | 0.28% | -7.5% |
| Q4 2022 | $574,328 | +5.8% | 17,425 | -0.3% | 0.31% | +4.1% |
| Q3 2022 | $543,000 | -8.9% | 17,479 | +1.9% | 0.30% | -6.0% |
| Q2 2022 | $596,000 | -0.3% | 17,153 | +10.8% | 0.32% | +21.6% |
| Q1 2022 | $598,000 | +41.7% | 15,481 | +52.1% | 0.26% | +41.5% |
| Q4 2021 | $422,000 | +6.8% | 10,175 | +9.5% | 0.18% | -1.1% |
| Q3 2021 | $395,000 | +6.2% | 9,294 | +11.2% | 0.18% | -14.7% |
| Q2 2021 | $372,000 | – | 8,355 | – | 0.22% | – |
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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% |