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 | $528,049 | -5.4% | 15,786 | -2.8% | 0.42% | -5.8% |
| Q2 2023 | $558,166 | -8.7% | 16,235 | -9.4% | 0.45% | -15.5% |
| Q1 2023 | $611,471 | -1.9% | 17,916 | -5.2% | 0.53% | +15.5% |
| Q4 2022 | $623,158 | +0.8% | 18,906 | -3.6% | 0.46% | -9.5% |
| Q3 2022 | $618,000 | -11.7% | 19,610 | -3.2% | 0.50% | -2.1% |
| Q2 2022 | $700,000 | -17.2% | 20,259 | -5.6% | 0.52% | +10.0% |
| Q1 2022 | $845,000 | +1.2% | 21,468 | 0.0% | 0.47% | -11.2% |
| Q4 2021 | $835,000 | – | 21,468 | – | 0.53% | – |
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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% |