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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $956,783 | -56.2% | 28,501 | -55.1% | 0.04% | -9.3% |
| Q2 2023 | $2,184,328 | +40.4% | 63,534 | +39.4% | 0.04% | -51.1% |
| Q1 2023 | $1,555,674 | +23.0% | 45,581 | +18.8% | 0.09% | +125.6% |
| Q4 2022 | $1,265,066 | +6.0% | 38,382 | -0.2% | 0.04% | -62.1% |
| Q3 2022 | $1,194,000 | -11.5% | 38,472 | -0.8% | 0.10% | -8.8% |
| Q2 2022 | $1,349,000 | -50.7% | 38,793 | -45.3% | 0.11% | -41.5% |
| Q1 2022 | $2,738,000 | +10.2% | 70,855 | +18.4% | 0.19% | +8.4% |
| Q4 2021 | $2,484,000 | -4.2% | 59,861 | -1.8% | 0.18% | -20.9% |
| Q3 2021 | $2,594,000 | -21.8% | 60,983 | -16.4% | 0.22% | -23.7% |
| Q2 2021 | $3,318,000 | +39.8% | 72,933 | +34.5% | 0.30% | +21.9% |
| Q1 2021 | $2,374,000 | +99.7% | 54,218 | +92.2% | 0.24% | +75.4% |
| Q4 2020 | $1,189,000 | +96.2% | 28,207 | +70.2% | 0.14% | +62.4% |
| Q3 2020 | $606,000 | +65.1% | 16,577 | +51.3% | 0.08% | +46.6% |
| Q2 2020 | $367,000 | +79.9% | 10,954 | +58.7% | 0.06% | +52.6% |
| Q1 2020 | $204,000 | -17.1% | 6,902 | +5.5% | 0.04% | -24.0% |
| Q4 2019 | $246,000 | +9.3% | 6,543 | +2.0% | 0.05% | -5.7% |
| Q3 2019 | $225,000 | -81.2% | 6,417 | -83.3% | 0.05% | -48.5% |
| Q3 2011 | $1,194,000 | – | 38,472 | – | 0.10% | – |
Download | ||||||
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% |