Tortoise Investment Management, LLC - SPDR INDEX SHS FDS ownership

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
Tortoise Investment Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2024$10,509,290
+10.1%
278,983
+5.8%
1.20%
+3.4%
Q1 2024$9,544,389
+22.6%
263,730
+19.9%
1.16%
+9.6%
Q4 2023$7,787,332
+5.2%
219,919
-0.2%
1.06%
-4.1%
Q3 2023$7,399,600
+5.7%
220,423
+8.2%
1.10%
+6.0%
Q2 2023$7,002,175
+1.9%
203,670
+1.2%
1.04%
-5.0%
Q1 2023$6,869,823
+11.0%
201,284
+7.2%
1.10%
+1.0%
Q4 2022$6,187,152
+12.9%
187,717
+6.3%
1.08%
+1.8%
Q3 2022$5,479,000
+1.2%
176,530
+13.4%
1.06%
+0.3%
Q2 2022$5,415,000
+8.6%
155,734
+20.7%
1.06%
+15.1%
Q1 2022$4,984,000
-0.7%
128,982
+6.6%
0.92%
-1.8%
Q4 2021$5,020,000
-6.9%
120,989
-4.5%
0.94%
-13.7%
Q3 2021$5,390,000
+5.6%
126,745
+13.0%
1.09%
+3.4%
Q2 2021$5,102,000
+7.9%
112,135
+3.8%
1.05%
+1.3%
Q1 2021$4,730,000
+11.3%
108,048
+7.2%
1.04%
+7.2%
Q4 2020$4,250,000
+23.2%
100,795
+6.8%
0.97%
+15.2%
Q3 2020$3,449,000
+8.2%
94,336
-1.0%
0.84%
+2.1%
Q2 2020$3,189,000
+95.6%
95,297
+66.4%
0.82%
+74.2%
Q1 2020$1,630,000
-2.5%
57,273
+28.9%
0.47%
+20.1%
Q4 2019$1,671,000
+41.0%
44,442
+28.6%
0.39%
+28.8%
Q3 2019$1,185,000
+47.0%
34,562
+53.5%
0.31%
+50.0%
Q2 2019$806,000
+6.8%
22,517
+6.7%
0.20%
+3.0%
Q1 2019$755,000
+33.6%
21,102
+20.8%
0.20%
+29.4%
Q4 2018$565,000
+2725.0%
17,462
+2963.5%
0.15%
+2960.0%
Q3 2018$20,0005700.01%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2021
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,042,053$39,171,00014.54%
HighMark Wealth Management LLC 237,108$8,912,0009.51%
XPONANCE, INC. 386,686$14,535,527,0008.91%
Blueprint Investment Partners LLC 274,439$10,316,0008.19%
ERn Financial, LLC 330,388$12,419,0007.22%
Horizon Investments, LLC 4,365,212$164,088,0007.20%
Financial Strategies Group, Inc. 211,539$7,952,0006.41%
Compass Financial Group, Inc. 182,770$6,870,0006.20%
Advisory Alpha, LLC 560,710$21,671,449,0005.27%
Strategic Financial Planning, Inc. 143,004$5,376,0005.23%
View complete list of SPDR INDEX SHS FDS shareholders