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 | $256,508 | -5.7% | 7,641 | -3.5% | 0.11% | -2.7% |
| Q2 2023 | $272,152 | -5.1% | 7,916 | -5.8% | 0.11% | -11.0% |
| Q1 2023 | $286,760 | +1.0% | 8,402 | -2.5% | 0.13% | -8.6% |
| Q4 2022 | $284,016 | -2.1% | 8,617 | -7.8% | 0.14% | -21.9% |
| Q3 2022 | $290,000 | -18.5% | 9,349 | -8.7% | 0.18% | -16.0% |
| Q2 2022 | $356,000 | -29.4% | 10,236 | -20.1% | 0.21% | -24.8% |
| Q1 2022 | $504,000 | +20.9% | 12,819 | +28.0% | 0.28% | -16.6% |
| Q4 2021 | $417,000 | – | 10,012 | – | 0.34% | – |
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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% |