SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 609 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $405,331 | +9.1% | 12,074 | +11.7% | 0.06% | +7.5% |
| Q2 2023 | $371,666 | +9.0% | 10,811 | +8.2% | 0.05% | 0.0% |
| Q1 2023 | $340,954 | +13.8% | 9,990 | +9.9% | 0.05% | -5.4% |
| Q4 2022 | $299,478 | +8.1% | 9,086 | +1.8% | 0.06% | +7.7% |
| Q3 2022 | $277,000 | -1.4% | 8,926 | +6.9% | 0.05% | -5.5% |
| Q2 2022 | $281,000 | -5.4% | 8,353 | -1.3% | 0.06% | +19.6% |
| Q1 2022 | $297,000 | -45.6% | 8,463 | -55.9% | 0.05% | -73.3% |
| Q1 2020 | $546,000 | -55.2% | 19,177 | -40.8% | 0.17% | -56.8% |
| Q4 2019 | $1,218,000 | – | 32,414 | – | 0.40% | – |
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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% |