SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 711 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,277,058 | +5.0% | 33,901 | +0.9% | 0.12% | +5.2% |
Q1 2024 | $1,216,304 | +25.1% | 33,608 | +22.4% | 0.12% | +16.2% |
Q4 2023 | $971,963 | +12.9% | 27,448 | +7.1% | 0.10% | +2.1% |
Q3 2023 | $860,664 | -5.7% | 25,637 | -3.4% | 0.10% | +1.0% |
Q2 2023 | $912,521 | -42.0% | 26,542 | -42.4% | 0.10% | -44.8% |
Q1 2023 | $1,573,069 | -45.6% | 46,090 | -47.5% | 0.17% | -47.0% |
Q4 2022 | $2,892,520 | +4.5% | 87,758 | -1.6% | 0.33% | -10.6% |
Q3 2022 | $2,767,000 | -17.7% | 89,145 | -7.8% | 0.37% | -14.5% |
Q2 2022 | $3,362,000 | -30.4% | 96,704 | -22.7% | 0.43% | -18.9% |
Q1 2022 | $4,832,000 | -11.8% | 125,070 | -5.3% | 0.53% | -11.1% |
Q4 2021 | $5,477,000 | -6.3% | 132,022 | +84.2% | 0.60% | +61.2% |
Q3 2021 | $5,848,000 | +89.7% | 71,687 | +5.8% | 0.37% | -6.8% |
Q2 2021 | $3,082,000 | +6.5% | 67,743 | +2.5% | 0.40% | -5.0% |
Q1 2021 | $2,894,000 | +2.9% | 66,117 | -0.9% | 0.42% | -3.7% |
Q4 2020 | $2,813,000 | +14.3% | 66,731 | -0.8% | 0.43% | +5.1% |
Q3 2020 | $2,460,000 | -1.4% | 67,296 | -9.8% | 0.41% | -8.6% |
Q2 2020 | $2,496,000 | +3.7% | 74,618 | -11.8% | 0.45% | -6.2% |
Q1 2020 | $2,407,000 | -27.1% | 84,577 | -3.7% | 0.48% | -11.9% |
Q4 2019 | $3,302,000 | +11.8% | 87,848 | +1.9% | 0.55% | -0.7% |
Q3 2019 | $2,954,000 | -9.8% | 86,180 | -5.9% | 0.55% | -4.8% |
Q2 2019 | $3,276,000 | +4.1% | 91,543 | +4.0% | 0.58% | -1.5% |
Q1 2019 | $3,147,000 | +1.7% | 88,012 | -7.9% | 0.59% | -9.7% |
Q4 2018 | $3,093,000 | +35.4% | 95,591 | +45.7% | 0.65% | +60.5% |
Q3 2018 | $2,285,000 | +25.3% | 65,624 | +27.2% | 0.40% | +17.7% |
Q2 2018 | $1,823,000 | -8.5% | 51,588 | +1.7% | 0.34% | -26.2% |
Q1 2018 | $1,993,000 | +7.2% | 50,701 | +4.0% | 0.47% | +30.5% |
Q4 2017 | $1,860,000 | – | 48,760 | – | 0.36% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
McNamara Financial Services, Inc. | 1,042,053 | $39,171,000 | 14.54% |
HighMark Wealth Management LLC | 237,108 | $8,912,000 | 9.51% |
XPONANCE, INC. | 386,686 | $14,535,527,000 | 8.91% |
Blueprint Investment Partners LLC | 274,439 | $10,316,000 | 8.19% |
ERn Financial, LLC | 330,388 | $12,419,000 | 7.22% |
Horizon Investments, LLC | 4,365,212 | $164,088,000 | 7.20% |
Financial Strategies Group, Inc. | 211,539 | $7,952,000 | 6.41% |
Compass Financial Group, Inc. | 182,770 | $6,870,000 | 6.20% |
Advisory Alpha, LLC | 560,710 | $21,671,449,000 | 5.27% |
Strategic Financial Planning, Inc. | 143,004 | $5,376,000 | 5.23% |