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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $17,095,505 | +9.2% | 482,787 | +3.5% | 2.37% | +12.3% |
| Q3 2023 | $15,661,214 | +2.9% | 466,524 | +5.4% | 2.11% | -3.4% |
| Q2 2023 | $15,217,598 | +12.8% | 442,629 | +12.0% | 2.18% | +2.7% |
| Q1 2023 | $13,485,941 | +10.8% | 395,135 | +7.0% | 2.12% | -0.8% |
| Q4 2022 | $12,175,112 | +239.1% | 369,391 | +219.3% | 2.14% | +138.0% |
| Q3 2022 | $3,590,000 | +24.6% | 115,670 | +39.6% | 0.90% | +10.8% |
| Q2 2022 | $2,882,000 | -8.0% | 82,880 | +2.3% | 0.81% | +4.0% |
| Q1 2022 | $3,132,000 | -5.0% | 81,055 | +2.0% | 0.78% | -9.0% |
| Q4 2021 | $3,297,000 | +19.5% | 79,476 | +22.5% | 0.86% | -4.8% |
| Q3 2021 | $2,758,000 | -8.2% | 64,856 | -1.8% | 0.90% | -5.1% |
| Q2 2021 | $3,004,000 | +25.5% | 66,015 | +20.7% | 0.95% | +10.2% |
| Q1 2021 | $2,394,000 | +9.4% | 54,680 | +5.4% | 0.86% | -1.6% |
| Q4 2020 | $2,188,000 | – | 51,888 | – | 0.88% | – |
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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% |