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 2023 | $520,628 | -0.5% | 15,143 | -1.2% | 0.24% | 0.0% |
| Q1 2023 | $523,298 | -0.8% | 15,332 | -4.2% | 0.24% | +19.1% |
| Q4 2022 | $527,607 | +8.6% | 16,007 | +2.0% | 0.20% | -26.6% |
| Q3 2022 | $486,000 | -21.0% | 15,686 | -11.4% | 0.28% | -18.7% |
| Q2 2022 | $615,000 | -10.2% | 17,695 | -0.2% | 0.34% | +68.5% |
| Q1 2022 | $685,000 | -4.6% | 17,738 | +2.4% | 0.20% | +5.7% |
| Q4 2021 | $718,000 | +2.1% | 17,314 | +4.7% | 0.19% | +24.7% |
| Q3 2021 | $703,000 | -0.1% | 16,535 | +6.9% | 0.15% | +14.9% |
| Q2 2021 | $704,000 | +8.6% | 15,465 | +4.6% | 0.13% | +6.3% |
| Q1 2021 | $648,000 | +21.3% | 14,790 | +16.9% | 0.13% | +32.6% |
| Q4 2020 | $534,000 | +27.8% | 12,656 | +10.7% | 0.10% | +10.5% |
| Q3 2020 | $418,000 | +9.7% | 11,437 | +0.4% | 0.09% | +3.6% |
| Q2 2020 | $381,000 | -0.3% | 11,395 | -15.0% | 0.08% | -12.6% |
| Q1 2020 | $382,000 | -28.3% | 13,411 | -5.5% | 0.10% | -11.2% |
| Q4 2019 | $533,000 | +59.6% | 14,189 | +45.7% | 0.11% | +44.6% |
| Q3 2019 | $334,000 | – | 9,738 | – | 0.07% | – |
Download | ||||||
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% |