SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 527 filers reported holding SPDR INDEX SHS FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,581,615 | +2.2% | 166,268 | +4.7% | 4.91% | +10.4% |
| Q2 2023 | $5,462,238 | +2.9% | 158,878 | +2.2% | 4.45% | -0.6% |
| Q1 2023 | $5,307,568 | +6.2% | 155,510 | +2.6% | 4.48% | +3.3% |
| Q4 2022 | $4,997,729 | +10.2% | 151,630 | +3.8% | 4.33% | -1.9% |
| Q3 2022 | $4,536,000 | -7.4% | 146,123 | +3.7% | 4.42% | +6.6% |
| Q2 2022 | $4,897,000 | -2.6% | 140,843 | +8.2% | 4.14% | -12.1% |
| Q1 2022 | $5,028,000 | +5.8% | 130,116 | +13.6% | 4.71% | +17.8% |
| Q4 2021 | $4,752,000 | +11.8% | 114,531 | +14.6% | 4.00% | +14.2% |
| Q3 2021 | $4,249,000 | +2.5% | 99,901 | +9.6% | 3.50% | -5.6% |
| Q2 2021 | $4,147,000 | +10.5% | 91,146 | +6.3% | 3.71% | -4.2% |
| Q1 2021 | $3,753,000 | – | 85,735 | – | 3.87% | – |
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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% |