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 | $2,184,630 | -6.6% | 65,077 | -4.4% | 0.63% | -5.4% |
| Q2 2023 | $2,340,207 | +0.9% | 68,069 | +0.2% | 0.67% | -5.3% |
| Q1 2023 | $2,319,038 | +3.5% | 67,947 | 0.0% | 0.70% | -3.0% |
| Q4 2022 | $2,239,540 | +6.8% | 67,947 | +0.6% | 0.73% | -5.7% |
| Q3 2022 | $2,097,000 | -11.1% | 67,571 | -0.4% | 0.77% | -10.0% |
| Q2 2022 | $2,359,000 | +14.3% | 67,833 | +27.1% | 0.86% | +27.6% |
| Q1 2022 | $2,063,000 | -6.5% | 53,388 | +0.4% | 0.67% | -2.2% |
| Q4 2021 | $2,207,000 | -2.1% | 53,188 | +0.4% | 0.69% | -8.3% |
| Q3 2021 | $2,254,000 | -6.5% | 52,992 | 0.0% | 0.75% | -7.5% |
| Q2 2021 | $2,411,000 | +4.2% | 52,992 | +0.3% | 0.81% | -4.5% |
| Q1 2021 | $2,314,000 | +3.9% | 52,850 | 0.0% | 0.85% | -2.2% |
| Q4 2020 | $2,228,000 | – | 52,850 | – | 0.87% | – |
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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% |