SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 18 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $604,000 | -40.8% | 17,331 | -43.0% | 0.03% | -52.8% |
| Q3 2023 | $1,020,374 | +0.9% | 30,395 | +3.3% | 0.07% | 0.0% |
| Q2 2023 | $1,011,646 | -3.1% | 29,425 | -7.1% | 0.07% | -24.2% |
| Q4 2022 | $1,043,768 | +61.1% | 31,668 | +51.7% | 0.10% | +26.7% |
| Q3 2022 | $648,000 | -10.7% | 20,879 | 0.0% | 0.08% | -13.8% |
| Q2 2022 | $726,000 | -27.0% | 20,879 | -18.9% | 0.09% | -37.9% |
| Q1 2022 | $994,000 | +3.8% | 25,737 | +11.5% | 0.14% | +14.8% |
| Q4 2021 | $958,000 | -77.8% | 23,086 | -77.3% | 0.12% | -65.5% |
| Q3 2021 | $4,307,000 | -7.5% | 101,484 | -0.9% | 0.35% | -21.2% |
| Q2 2021 | $4,658,000 | – | 102,388 | – | 0.45% | – |
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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% |