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 | $7,125,569 | -12.3% | 212,260 | -10.2% | 6.31% | -4.8% |
| Q2 2023 | $8,127,089 | -0.4% | 236,390 | -1.1% | 6.63% | -15.5% |
| Q1 2023 | $8,155,978 | +1.2% | 238,968 | -2.3% | 7.85% | -5.6% |
| Q4 2022 | $8,060,829 | -7.5% | 244,564 | -12.9% | 8.32% | -0.6% |
| Q3 2022 | $8,715,000 | +8.2% | 280,765 | +21.3% | 8.37% | -3.0% |
| Q2 2022 | $8,051,000 | -18.6% | 231,556 | -9.6% | 8.62% | +7.2% |
| Q1 2022 | $9,892,000 | -4.7% | 256,006 | +2.3% | 8.04% | -11.6% |
| Q4 2021 | $10,378,000 | +6.0% | 250,141 | +8.6% | 9.10% | +12.8% |
| Q3 2021 | $9,794,000 | -5.9% | 230,294 | +0.6% | 8.07% | -7.0% |
| Q2 2021 | $10,411,000 | +2.5% | 228,824 | -1.3% | 8.68% | -3.3% |
| Q1 2021 | $10,153,000 | -7.1% | 231,913 | -10.5% | 8.98% | -7.3% |
| Q4 2020 | $10,927,000 | – | 259,171 | – | 9.68% | – |
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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% |