SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 584 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,941 | +2.2% | 87,622 | +4.6% | 1.00% | -60.0% |
| Q2 2023 | $2,879 | +24.4% | 83,747 | +23.5% | 2.51% | +210.8% |
| Q1 2023 | $2,315 | +58.1% | 67,827 | +52.7% | 0.81% | +48.9% |
| Q4 2022 | $1,464 | -99.7% | 44,408 | +170.9% | 0.54% | +133.6% |
| Q3 2022 | $508,000 | +9.5% | 16,394 | +22.8% | 0.23% | +12.6% |
| Q2 2022 | $464,000 | +12.1% | 13,352 | +24.5% | 0.21% | +25.6% |
| Q1 2022 | $414,000 | -5.0% | 10,727 | +2.0% | 0.16% | -0.6% |
| Q4 2021 | $436,000 | +28.2% | 10,516 | +31.7% | 0.16% | -44.1% |
| Q3 2021 | $340,000 | – | 7,983 | – | 0.30% | – |
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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% |