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 | $739,300 | -20.2% | 22,023 | -18.2% | 0.12% | +25.8% |
| Q2 2023 | $926,047 | +6.6% | 26,936 | +5.8% | 0.10% | -1.0% |
| Q1 2023 | $868,664 | -37.7% | 25,452 | -39.8% | 0.10% | -43.0% |
| Q4 2022 | $1,394,427 | +146.4% | 42,307 | +132.1% | 0.17% | +123.4% |
| Q3 2022 | $566,000 | -8.4% | 18,228 | +2.5% | 0.08% | -4.9% |
| Q2 2022 | $618,000 | -4.6% | 17,779 | +6.0% | 0.08% | +12.5% |
| Q1 2022 | $648,000 | -13.4% | 16,768 | -7.0% | 0.07% | -10.0% |
| Q4 2021 | $748,000 | -7.4% | 18,031 | -5.1% | 0.08% | -25.2% |
| Q3 2021 | $808,000 | -5.7% | 19,010 | +1.0% | 0.11% | -22.5% |
| Q2 2021 | $857,000 | +7.9% | 18,829 | +3.8% | 0.14% | -15.3% |
| Q1 2021 | $794,000 | +17.3% | 18,139 | +13.0% | 0.16% | -22.0% |
| Q4 2020 | $677,000 | – | 16,055 | – | 0.21% | – |
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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% |