SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 614 filers reported holding SPDR INDEX SHS FDS in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $591,705 | -3.4% | 17,626 | -1.0% | 0.59% | -0.3% |
| Q2 2023 | $612,239 | +0.2% | 17,808 | -0.6% | 0.59% | -10.8% |
| Q1 2023 | $611,268 | +3.0% | 17,910 | -0.5% | 0.66% | -12.9% |
| Q4 2022 | $593,214 | +1.8% | 17,998 | -4.2% | 0.76% | -4.7% |
| Q3 2022 | $583,000 | -11.1% | 18,785 | -0.4% | 0.79% | -7.2% |
| Q2 2022 | $656,000 | -11.2% | 18,860 | -1.4% | 0.86% | -8.4% |
| Q1 2022 | $739,000 | -7.9% | 19,132 | -1.1% | 0.93% | +21.8% |
| Q4 2021 | $802,000 | – | 19,338 | – | 0.77% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNamara Financial Services, Inc. | 1,669,508 | $56,980,318 | 14.19% |
| Luken Investment Analytics, LLC | 668,276 | $22,808,260 | 13.40% |
| Brown Financial Advisory | 238,968 | $8,155,978 | 7.85% |
| CAPITAL WEALTH MANAGEMENT, LLC | 373,586 | $12,750,490 | 7.32% |
| Sterneck Capital Management, LLC | 301,544 | $10,291,683 | 6.48% |
| Financial Strategies Group, Inc. | 476,544 | $16,264,450 | 6.26% |
| Horizon Investments, LLC | 5,351,298 | $182,639,801 | 5.41% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 245,600 | $8,382,349 | 5.21% |
| WALLER FINANCIAL PLANNING GROUP, INC | 466,954 | $15,937,124 | 4.52% |
| Better Money Decisions, LLC | 155,510 | $5,307,568 | 4.48% |