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 | $5,350,521 | -2.8% | 159,384 | -0.5% | 2.28% | +2.7% |
| Q2 2023 | $5,504,994 | +2.6% | 160,122 | +1.8% | 2.22% | -0.1% |
| Q1 2023 | $5,366,806 | +0.9% | 157,246 | -2.6% | 2.23% | -0.8% |
| Q4 2022 | $5,320,766 | -5.4% | 161,431 | -10.9% | 2.24% | -7.7% |
| Q3 2022 | $5,626,000 | -14.3% | 181,265 | -4.0% | 2.43% | -9.9% |
| Q2 2022 | $6,567,000 | -16.7% | 188,865 | -7.5% | 2.70% | -3.3% |
| Q1 2022 | $7,888,000 | -7.1% | 204,149 | -0.2% | 2.79% | -3.6% |
| Q4 2021 | $8,490,000 | -1.5% | 204,632 | +1.0% | 2.90% | -6.8% |
| Q3 2021 | $8,615,000 | -5.1% | 202,554 | +1.5% | 3.11% | -8.3% |
| Q2 2021 | $9,082,000 | +11.6% | 199,595 | +7.4% | 3.39% | +1.2% |
| Q1 2021 | $8,136,000 | +10.8% | 185,838 | +6.7% | 3.35% | +2.0% |
| Q4 2020 | $7,340,000 | – | 174,103 | – | 3.28% | – |
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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% |