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 | $1,232,724 | +19.2% | 36,721 | +22.0% | 0.47% | +20.5% |
| Q2 2023 | $1,034,563 | +29.5% | 30,092 | +28.6% | 0.39% | +10.1% |
| Q1 2023 | $798,676 | -14.5% | 23,401 | +14.0% | 0.36% | +18.7% |
| Q2 2021 | $934,000 | +1.4% | 20,521 | -2.5% | 0.30% | -6.6% |
| Q1 2021 | $921,000 | +0.4% | 21,048 | -3.2% | 0.32% | -4.2% |
| Q4 2020 | $917,000 | -37.4% | 21,747 | -45.7% | 0.33% | -42.6% |
| Q3 2020 | $1,465,000 | +26.3% | 40,081 | -1.6% | 0.58% | -11.1% |
| Q1 2020 | $1,160,000 | -16.1% | 40,745 | +5.5% | 0.66% | -28.2% |
| Q2 2019 | $1,383,000 | +33.8% | 38,639 | +33.7% | 0.91% | +7.0% |
| Q1 2019 | $1,034,000 | -51.4% | 28,910 | +339.7% | 0.85% | -12.2% |
| Q4 2018 | $2,128,000 | – | 6,575 | – | 0.97% | – |
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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% |