SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 472 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $310,724 | -2.4% | 9,256 | 0.0% | 0.12% | -0.8% |
| Q2 2023 | $318,221 | +49.4% | 9,256 | +50.9% | 0.12% | +30.2% |
| Q2 2022 | $213,000 | -25.5% | 6,132 | -17.1% | 0.10% | -17.2% |
| Q1 2022 | $286,000 | -41.8% | 7,399 | -37.5% | 0.12% | -48.7% |
| Q4 2021 | $491,000 | -21.4% | 11,831 | -19.5% | 0.23% | -29.4% |
| Q3 2021 | $625,000 | -22.0% | 14,706 | -16.4% | 0.32% | -22.3% |
| Q2 2021 | $801,000 | -24.1% | 17,598 | -27.0% | 0.41% | -31.3% |
| Q1 2021 | $1,055,000 | +51.8% | 24,099 | +46.2% | 0.60% | +38.2% |
| Q4 2020 | $695,000 | +26.4% | 16,480 | +9.6% | 0.43% | +17.3% |
| Q3 2020 | $550,000 | +12.9% | 15,033 | +3.3% | 0.37% | +5.4% |
| Q2 2020 | $487,000 | +6.3% | 14,551 | -9.6% | 0.35% | -2.2% |
| Q1 2020 | $458,000 | -12.3% | 16,091 | +16.0% | 0.36% | +16.2% |
| Q4 2019 | $522,000 | +25.8% | 13,874 | +13.3% | 0.31% | +10.4% |
| Q3 2019 | $415,000 | +42.1% | 12,248 | +51.9% | 0.28% | +41.4% |
| Q2 2019 | $292,000 | – | 8,061 | – | 0.20% | – |
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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% |