SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 392 filers reported holding SPDR INDEX SHS FDS in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $298,490 | -27.9% | 7,924 | -30.7% | 0.01% | -33.3% |
Q1 2024 | $413,997 | -8.3% | 11,439 | -10.3% | 0.02% | -19.2% |
Q4 2023 | $451,426 | +17.2% | 12,749 | +11.1% | 0.03% | -7.1% |
Q3 2023 | $385,074 | +8.8% | 11,471 | +11.5% | 0.03% | +12.0% |
Q2 2023 | $353,840 | +19.7% | 10,292 | +18.8% | 0.02% | +19.0% |
Q1 2023 | $295,553 | +3.0% | 8,660 | +5.0% | 0.02% | -8.7% |
Q2 2022 | $287,000 | -22.4% | 8,249 | -13.9% | 0.02% | -8.0% |
Q1 2022 | $370,000 | +22.1% | 9,581 | +31.1% | 0.02% | +25.0% |
Q4 2021 | $303,000 | -19.2% | 7,306 | -11.3% | 0.02% | -33.3% |
Q2 2021 | $375,000 | -5.5% | 8,241 | -9.2% | 0.03% | -21.1% |
Q1 2021 | $397,000 | -11.8% | 9,076 | -15.0% | 0.04% | -19.1% |
Q4 2020 | $450,000 | +36.8% | 10,679 | +18.7% | 0.05% | +88.0% |
Q3 2020 | $329,000 | -13.4% | 8,997 | -20.9% | 0.02% | -56.1% |
Q2 2020 | $380,000 | +84.5% | 11,370 | +107.5% | 0.06% | +119.2% |
Q4 2019 | $206,000 | – | 5,479 | – | 0.03% | – |
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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% |