SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 527 filers reported holding SPDR INDEX SHS FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $253,350 | +11.7% | 7,547 | +14.4% | 0.03% | +17.4% |
| Q2 2023 | $226,731 | -98.2% | 6,595 | -98.2% | 0.02% | -96.7% |
| Q1 2023 | $12,408,613 | +885.4% | 376,348 | +885.0% | 0.69% | +1135.7% |
| Q4 2022 | $1,259,253 | +2.7% | 38,206 | -3.2% | 0.06% | -22.2% |
| Q3 2022 | $1,226,000 | +278.4% | 39,484 | +321.5% | 0.07% | +148.3% |
| Q2 2022 | $324,000 | -6.6% | 9,368 | +4.3% | 0.03% | +45.0% |
| Q1 2022 | $347,000 | -8.0% | 8,979 | -1.2% | 0.02% | -37.5% |
| Q4 2021 | $377,000 | -27.1% | 9,090 | -23.1% | 0.03% | -22.0% |
| Q1 2021 | $517,000 | +4.2% | 11,814 | +0.4% | 0.04% | -10.9% |
| Q4 2020 | $496,000 | – | 11,762 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Luken Investment Analytics, LLC | 953,772 | $32,790,681 | 18.35% |
| McNamara Financial Services, Inc. | 1,382,973 | $47,823,214 | 11.48% |
| CAPITAL WEALTH MANAGEMENT, LLC | 378,439 | $13,010,733 | 7.08% |
| Sterneck Capital Management, LLC | 320,576 | $11,021,408 | 6.75% |
| Brown Financial Advisory | 236,390 | $8,127,089 | 6.63% |
| Financial Strategies Group, Inc. | 532,700 | $18,314,240 | 5.86% |
| Horizon Investments, LLC | 5,679,331 | $195,255,400 | 5.62% |
| Single Point Partners, LLC | 117,618 | $4,044 | 5.58% |
| Brooklyn FI, LLC | 254,760 | $8,758,636 | 4.78% |
| Better Money Decisions, LLC | 158,878 | $5,462,238 | 4.45% |