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 | $1,067,929 | -1.5% | 31,812 | +0.9% | 0.16% | +3.2% |
| Q2 2023 | $1,084,002 | +1.6% | 31,530 | +0.9% | 0.16% | -4.2% |
| Q1 2023 | $1,066,597 | -4.3% | 31,251 | -7.6% | 0.16% | -9.3% |
| Q4 2022 | $1,114,345 | -9.5% | 33,809 | -14.7% | 0.18% | -19.8% |
| Q3 2022 | $1,231,000 | -24.2% | 39,645 | -15.1% | 0.23% | -8.8% |
| Q2 2022 | $1,624,000 | +15.2% | 46,693 | +28.0% | 0.25% | +31.1% |
| Q1 2022 | $1,410,000 | +8.5% | 36,480 | +16.4% | 0.19% | +11.8% |
| Q4 2021 | $1,300,000 | – | 31,327 | – | 0.17% | – |
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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% |