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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $851,000 | +109.6% | 20,175 | +81.5% | 0.14% | +83.1% |
| Q3 2020 | $406,000 | -31.4% | 11,118 | -37.2% | 0.08% | -34.2% |
| Q2 2020 | $592,000 | -53.5% | 17,694 | -60.4% | 0.12% | -64.3% |
| Q1 2020 | $1,273,000 | -15.1% | 44,719 | +12.1% | 0.33% | +11.2% |
| Q4 2019 | $1,499,000 | +16.2% | 39,883 | +6.0% | 0.30% | +6.5% |
| Q3 2019 | $1,290,000 | -7.5% | 37,638 | -3.4% | 0.28% | -17.3% |
| Q2 2019 | $1,394,000 | +42.7% | 38,960 | +42.5% | 0.34% | +22.3% |
| Q1 2019 | $977,000 | +20.5% | 27,333 | +19.1% | 0.27% | -4.2% |
| Q2 2018 | $811,000 | – | 22,946 | – | 0.29% | – |
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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% |