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 | $1,485,979 | -2.3% | 44,265 | +0.1% | 1.12% | +1.4% |
| Q2 2023 | $1,520,321 | +17.6% | 44,221 | +16.7% | 1.11% | +5.9% |
| Q1 2023 | $1,292,881 | +11.0% | 37,881 | +7.2% | 1.04% | -5.3% |
| Q4 2022 | $1,165,171 | +11.0% | 35,351 | +4.5% | 1.10% | +0.3% |
| Q3 2022 | $1,050,000 | -12.6% | 33,823 | -2.2% | 1.10% | -3.6% |
| Q2 2022 | $1,202,000 | -7.8% | 34,575 | +2.5% | 1.14% | +6.8% |
| Q1 2022 | $1,304,000 | -6.3% | 33,748 | +0.6% | 1.07% | +3.7% |
| Q4 2021 | $1,392,000 | – | 33,541 | – | 1.03% | – |
Download | ||||||
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% |