SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 524 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $440,000 | +12.0% | 10,047 | +7.7% | 0.00% | – |
| Q4 2020 | $393,000 | +28.9% | 9,327 | +11.7% | 0.00% | – |
| Q3 2020 | $305,000 | +3.0% | 8,353 | -5.7% | 0.00% | – |
| Q2 2020 | $296,000 | -18.0% | 8,856 | -30.1% | 0.00% | – |
| Q1 2020 | $361,000 | -25.4% | 12,668 | -1.7% | 0.00% | – |
| Q4 2019 | $484,000 | -3.0% | 12,888 | -11.4% | 0.00% | – |
| Q3 2019 | $499,000 | +1.6% | 14,548 | +6.1% | 0.00% | – |
| Q2 2019 | $491,000 | -58.4% | 13,707 | -58.5% | 0.00% | -100.0% |
| Q1 2019 | $1,181,000 | -17.3% | 33,012 | -25.2% | 0.00% | -50.0% |
| Q4 2018 | $1,428,000 | – | 44,123 | – | 0.00% | – |
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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% |