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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $34,000 | +30.8% | 1,005 | +13.0% | 0.03% | -99.0% |
| Q1 2020 | $26,000 | -23.5% | 889 | +1.8% | 2.71% | +7.0% |
| Q4 2019 | $34,000 | +13.3% | 873 | 0.0% | 2.53% | +11.9% |
| Q3 2019 | $30,000 | -6.2% | 873 | -1.4% | 2.26% | -7.0% |
| Q2 2019 | $32,000 | -20.0% | 885 | -19.3% | 2.44% | -18.9% |
| Q1 2019 | $40,000 | +11.1% | 1,097 | -0.1% | 3.00% | -1.1% |
| Q4 2018 | $36,000 | -35.7% | 1,098 | -30.9% | 3.03% | -8.7% |
| Q3 2018 | $56,000 | -6.7% | 1,590 | -5.9% | 3.32% | -54.1% |
| Q2 2018 | $60,000 | -10.4% | 1,690 | 0.0% | 7.24% | -10.6% |
| Q1 2018 | $67,000 | – | 1,690 | – | 8.09% | – |
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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% |