SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 411 filers reported holding SPDR INDEX SHS FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $42,867 | -99.9% | 1,300,565 | +0.7% | 1.37% | -2.0% |
| Q3 2022 | $40,072,000 | +11.6% | 1,290,992 | +25.0% | 1.40% | +17.2% |
| Q2 2022 | $35,907,000 | -7.1% | 1,032,692 | +3.2% | 1.19% | +2.4% |
| Q1 2022 | $38,662,000 | +3.1% | 1,000,562 | +10.7% | 1.16% | +6.3% |
| Q4 2021 | $37,513,000 | +7.5% | 904,138 | +10.2% | 1.10% | -1.0% |
| Q3 2021 | $34,905,000 | -0.2% | 820,713 | +6.8% | 1.11% | -2.6% |
| Q2 2021 | $34,968,000 | +11.4% | 768,525 | +7.2% | 1.14% | +1.7% |
| Q1 2021 | $31,383,000 | +9.2% | 716,837 | +5.1% | 1.12% | 0.0% |
| Q4 2020 | $28,743,000 | +24.8% | 681,756 | +8.2% | 1.12% | +8.2% |
| Q3 2020 | $23,028,000 | +15.2% | 629,877 | +5.5% | 1.03% | +7.7% |
| Q2 2020 | $19,982,000 | +2.5% | 597,177 | -12.8% | 0.96% | -12.6% |
| Q1 2020 | $19,493,000 | -14.8% | 684,922 | +8.6% | 1.10% | +3.5% |
| Q4 2019 | $22,881,000 | +13.9% | 630,859 | +7.6% | 1.06% | +2.5% |
| Q3 2019 | $20,097,000 | +8.8% | 586,252 | +13.6% | 1.03% | +4.0% |
| Q2 2019 | $18,469,000 | +4.0% | 516,042 | +3.9% | 0.99% | -1.9% |
| Q1 2019 | $17,765,000 | +467.4% | 496,780 | +413.4% | 1.01% | +406.0% |
| Q4 2018 | $3,131,000 | +180.8% | 96,762 | +202.2% | 0.20% | +198.5% |
| Q3 2018 | $1,115,000 | – | 32,023 | – | 0.07% | – |
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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% |