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 | $669,990 | -1.8% | 19,958 | +0.6% | 0.44% | +2.1% |
| Q2 2023 | $682,340 | +89.5% | 19,847 | +88.2% | 0.43% | +83.9% |
| Q1 2023 | $360,003 | +34.5% | 10,548 | +29.9% | 0.24% | +29.7% |
| Q4 2022 | $267,668 | -1.2% | 8,121 | -7.0% | 0.18% | -12.9% |
| Q3 2022 | $271,000 | -11.7% | 8,728 | -1.2% | 0.21% | -6.3% |
| Q2 2022 | $307,000 | -9.4% | 8,831 | +0.6% | 0.22% | +2.8% |
| Q1 2022 | $339,000 | +8.7% | 8,780 | +16.6% | 0.22% | +5.3% |
| Q4 2021 | $312,000 | -14.3% | 7,528 | -12.1% | 0.21% | -21.4% |
| Q3 2021 | $364,000 | -5.2% | 8,560 | +1.3% | 0.26% | -7.7% |
| Q2 2021 | $384,000 | +5.2% | 8,447 | +1.4% | 0.28% | -14.5% |
| Q1 2021 | $365,000 | – | 8,329 | – | 0.33% | – |
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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% |