SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 603 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $305,569 | -39.8% | 8,888 | -40.3% | 0.14% | -43.6% |
| Q1 2023 | $507,820 | -37.6% | 14,879 | -39.7% | 0.24% | -38.8% |
| Q4 2022 | $813,584 | -24.7% | 24,684 | -29.1% | 0.40% | -38.6% |
| Q3 2022 | $1,080,000 | -82.8% | 34,809 | -80.7% | 0.65% | -82.4% |
| Q2 2022 | $6,270,000 | -3.7% | 180,322 | +7.0% | 3.68% | +7.4% |
| Q1 2022 | $6,514,000 | +1.4% | 168,592 | +8.9% | 3.43% | +11.3% |
| Q4 2021 | $6,426,000 | +0.8% | 154,880 | +3.3% | 3.08% | -4.7% |
| Q3 2021 | $6,375,000 | +4.7% | 149,905 | +12.1% | 3.24% | -0.1% |
| Q2 2021 | $6,086,000 | – | 133,762 | – | 3.24% | – |
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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% |