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 | $1,942,095 | -2.6% | 57,852 | -0.2% | 0.97% | +8.3% |
| Q2 2023 | $1,993,322 | +2.0% | 57,979 | +1.2% | 0.90% | -5.9% |
| Q1 2023 | $1,954,609 | +6.0% | 57,270 | +2.4% | 0.96% | -14.7% |
| Q4 2022 | $1,843,866 | +4.4% | 55,943 | -1.7% | 1.12% | -4.9% |
| Q3 2022 | $1,767,000 | -2.0% | 56,937 | +9.8% | 1.18% | -20.5% |
| Q2 2022 | $1,803,000 | -15.6% | 51,861 | -6.2% | 1.48% | -2.5% |
| Q1 2022 | $2,137,000 | -7.0% | 55,296 | -0.2% | 1.52% | +22.6% |
| Q4 2021 | $2,298,000 | -4.7% | 55,385 | -2.3% | 1.24% | -9.2% |
| Q3 2021 | $2,411,000 | +268.7% | 56,685 | +294.3% | 1.36% | +214.5% |
| Q2 2021 | $654,000 | +8.6% | 14,376 | +4.5% | 0.43% | -31.9% |
| Q1 2021 | $602,000 | -83.5% | 13,753 | -85.9% | 0.64% | -80.2% |
| Q4 2019 | $3,654,000 | – | 97,209 | – | 3.22% | – |
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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% |