SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 507 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,324,827 | -15.0% | 99,042 | -12.9% | 2.49% | -2.0% |
| Q2 2023 | $3,910,815 | +67.2% | 113,753 | +66.0% | 2.54% | +47.7% |
| Q1 2023 | $2,338,403 | +11.0% | 68,515 | +7.2% | 1.72% | +25.1% |
| Q4 2022 | $2,105,979 | +13.5% | 63,895 | +6.9% | 1.38% | -4.1% |
| Q3 2022 | $1,855,000 | -6.6% | 59,753 | +4.5% | 1.43% | +0.8% |
| Q2 2022 | $1,987,000 | -9.1% | 57,159 | +1.0% | 1.42% | -3.4% |
| Q1 2022 | $2,187,000 | +19.7% | 56,595 | +28.5% | 1.47% | +13.4% |
| Q4 2021 | $1,827,000 | -14.6% | 44,040 | -12.4% | 1.30% | -5.6% |
| Q3 2021 | $2,139,000 | +4.1% | 50,302 | +11.4% | 1.38% | +4.4% |
| Q2 2021 | $2,055,000 | +11.3% | 45,158 | +7.0% | 1.32% | +10.2% |
| Q1 2021 | $1,847,000 | +3.4% | 42,195 | -0.4% | 1.20% | +6.4% |
| Q4 2020 | $1,787,000 | +39.4% | 42,385 | +20.9% | 1.12% | -9.1% |
| Q3 2020 | $1,282,000 | +3.3% | 35,071 | -5.4% | 1.24% | +2.3% |
| Q2 2020 | $1,241,000 | -11.3% | 37,090 | -24.5% | 1.21% | -24.1% |
| Q1 2020 | $1,399,000 | – | 49,157 | – | 1.59% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Luken Investment Analytics, LLC | 953,772 | $32,790,681 | 18.35% |
| McNamara Financial Services, Inc. | 1,382,973 | $47,823,214 | 11.48% |
| CAPITAL WEALTH MANAGEMENT, LLC | 378,439 | $13,010,733 | 7.08% |
| Sterneck Capital Management, LLC | 320,576 | $11,021,408 | 6.75% |
| Brown Financial Advisory | 236,390 | $8,127,089 | 6.63% |
| Financial Strategies Group, Inc. | 532,700 | $18,314,240 | 5.86% |
| Horizon Investments, LLC | 5,679,331 | $195,255,400 | 5.62% |
| Single Point Partners, LLC | 117,618 | $4,044 | 5.58% |
| Brooklyn FI, LLC | 254,760 | $8,758,636 | 4.78% |
| Better Money Decisions, LLC | 158,878 | $5,462,238 | 4.45% |