SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 285 filers reported holding SPDR INDEX SHS FDS in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $445,000 | -6.5% | 10,468 | 0.0% | 0.10% | 0.0% |
| Q2 2021 | $476,000 | +3.9% | 10,468 | 0.0% | 0.10% | -7.2% |
| Q1 2021 | $458,000 | +3.9% | 10,468 | 0.0% | 0.11% | +7.8% |
| Q4 2020 | $441,000 | +15.1% | 10,468 | 0.0% | 0.10% | +7.3% |
| Q3 2020 | $383,000 | +9.4% | 10,468 | 0.0% | 0.10% | +9.1% |
| Q2 2020 | $350,000 | +2.6% | 10,468 | -12.6% | 0.09% | -39.3% |
| Q1 2020 | $341,000 | -37.7% | 11,978 | -17.7% | 0.14% | -22.9% |
| Q4 2019 | $547,000 | +9.6% | 14,556 | 0.0% | 0.19% | -9.6% |
| Q3 2019 | $499,000 | -13.2% | 14,556 | -9.3% | 0.21% | -10.7% |
| Q2 2019 | $575,000 | +0.2% | 16,054 | 0.0% | 0.23% | -11.1% |
| Q1 2019 | $574,000 | +10.4% | 16,054 | 0.0% | 0.26% | -12.1% |
| Q4 2018 | $520,000 | -13.6% | 16,054 | -7.1% | 0.30% | -24.6% |
| Q3 2018 | $602,000 | -5.0% | 17,278 | -3.7% | 0.40% | -6.4% |
| Q2 2018 | $634,000 | -27.3% | 17,934 | -19.1% | 0.42% | -11.5% |
| Q1 2018 | $872,000 | +3.1% | 22,176 | 0.0% | 0.48% | +7.2% |
| Q4 2017 | $846,000 | +3.0% | 22,176 | +95.6% | 0.44% | -2.4% |
| Q3 2017 | $821,000 | +8.7% | 11,335 | 0.0% | 0.46% | +4.6% |
| Q2 2017 | $755,000 | +3.9% | 11,335 | 0.0% | 0.44% | +8.5% |
| Q1 2017 | $727,000 | +15.0% | 11,335 | +2.8% | 0.40% | +16.2% |
| Q4 2016 | $632,000 | – | 11,028 | – | 0.35% | – |
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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% |