SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 195 filers reported holding SPDR INDEX SHS FDS in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $808,717 | -32.9% | 24,090 | -31.3% | 0.03% | -31.0% |
Q2 2023 | $1,205,634 | -27.4% | 35,067 | -27.9% | 0.04% | -28.8% |
Q1 2023 | $1,660,773 | -58.5% | 48,659 | -59.9% | 0.06% | -59.9% |
Q4 2022 | $3,997,503 | -51.9% | 121,282 | -54.7% | 0.15% | -55.9% |
Q3 2022 | $8,313,000 | -41.4% | 267,850 | -34.3% | 0.33% | -33.9% |
Q2 2022 | $14,175,000 | +6.3% | 407,723 | +26.9% | 0.50% | +25.1% |
Q4 2021 | $13,333,000 | -0.5% | 321,359 | +2.0% | 0.40% | -7.8% |
Q3 2021 | $13,395,000 | -3.6% | 314,965 | +3.1% | 0.44% | -41.7% |
Q2 2021 | $13,893,000 | +10.6% | 305,356 | +6.4% | 0.75% | +3.2% |
Q1 2021 | $12,561,000 | +3.9% | 286,923 | +0.0% | 0.73% | -10.6% |
Q4 2020 | $12,093,000 | +15.7% | 286,841 | +0.4% | 0.81% | +3.7% |
Q3 2020 | $10,449,000 | +4.9% | 285,833 | -4.0% | 0.78% | -0.3% |
Q2 2020 | $9,963,000 | +17.1% | 297,762 | -0.4% | 0.78% | -1.3% |
Q1 2020 | $8,510,000 | -35.2% | 299,059 | -14.4% | 0.80% | -17.8% |
Q4 2019 | $13,127,000 | +20.6% | 349,242 | +10.0% | 0.97% | +14.0% |
Q3 2019 | $10,882,000 | -0.8% | 317,448 | +3.5% | 0.85% | +0.1% |
Q2 2019 | $10,975,000 | -0.3% | 306,665 | -0.4% | 0.85% | -3.9% |
Q1 2019 | $11,011,000 | +18.6% | 307,936 | +7.3% | 0.88% | +6.4% |
Q4 2018 | $9,288,000 | -8.5% | 287,044 | -1.6% | 0.83% | +4.8% |
Q3 2018 | $10,156,000 | +8.7% | 291,600 | +10.3% | 0.79% | +0.8% |
Q2 2018 | $9,343,000 | +28212.1% | 264,385 | +30289.1% | 0.78% | +26033.3% |
Q1 2018 | $33,000 | – | 870 | – | 0.00% | – |
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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% |