SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 472 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,389,664 | -0.0% | 100,973 | +2.4% | 2.45% | +2.0% |
| Q2 2023 | $3,390,899 | +14.7% | 98,630 | +13.8% | 2.40% | +8.5% |
| Q1 2023 | $2,957,501 | +129.8% | 86,654 | +121.9% | 2.21% | +126.3% |
| Q4 2022 | $1,287,088 | +42.1% | 39,050 | +33.8% | 0.98% | +36.1% |
| Q3 2022 | $906,000 | -36.6% | 29,185 | -28.9% | 0.72% | -34.4% |
| Q2 2022 | $1,428,000 | -44.2% | 41,058 | -38.1% | 1.09% | -40.0% |
| Q1 2022 | $2,561,000 | +110.6% | 66,277 | +148.1% | 1.82% | +99.6% |
| Q2 2021 | $1,216,000 | +11.7% | 26,715 | +7.4% | 0.91% | +3.9% |
| Q1 2021 | $1,089,000 | -74.4% | 24,869 | -75.4% | 0.88% | -77.2% |
| Q4 2020 | $4,255,000 | – | 100,930 | – | 3.86% | – |
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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% |