SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 711 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,747,208 | +1.4% | 72,928 | -2.6% | 0.09% | -4.4% |
Q1 2024 | $2,708,419 | -23.8% | 74,839 | -26.4% | 0.09% | -31.1% |
Q4 2023 | $3,553,202 | +88.2% | 101,723 | +80.9% | 0.13% | +48.3% |
Q3 2023 | $1,887,630 | +62.9% | 56,230 | +66.8% | 0.09% | +48.3% |
Q2 2023 | $1,158,919 | +0.3% | 33,709 | -0.5% | 0.06% | -11.8% |
Q1 2023 | $1,155,704 | +6.3% | 33,862 | +2.6% | 0.07% | -8.1% |
Q4 2022 | $1,087,440 | +13.3% | 32,993 | +6.6% | 0.07% | +1.4% |
Q3 2022 | $960,000 | -6.8% | 30,943 | +4.4% | 0.07% | -7.6% |
Q2 2022 | $1,030,000 | -5.1% | 29,634 | +5.5% | 0.08% | +3.9% |
Q1 2022 | $1,085,000 | -14.8% | 28,076 | -8.5% | 0.08% | -16.5% |
Q4 2021 | $1,273,000 | +1.6% | 30,678 | +4.1% | 0.09% | -3.2% |
Q3 2021 | $1,253,000 | -23.5% | 29,460 | -18.2% | 0.09% | -27.7% |
Q2 2021 | $1,638,000 | +8.6% | 36,008 | +4.5% | 0.13% | -7.1% |
Q1 2021 | $1,508,000 | +25.8% | 34,443 | +21.1% | 0.14% | +25.0% |
Q4 2020 | $1,199,000 | +15.2% | 28,450 | -0.1% | 0.11% | -5.1% |
Q3 2020 | $1,041,000 | +1.2% | 28,468 | -7.4% | 0.12% | -15.1% |
Q2 2020 | $1,029,000 | +8.8% | 30,741 | -7.5% | 0.14% | -19.7% |
Q1 2020 | $946,000 | -27.5% | 33,226 | -4.3% | 0.17% | -2.8% |
Q4 2019 | $1,305,000 | +51.9% | 34,719 | +38.5% | 0.18% | +33.8% |
Q3 2019 | $859,000 | +46.8% | 25,060 | +53.2% | 0.13% | +41.5% |
Q2 2019 | $585,000 | -12.8% | 16,356 | -12.8% | 0.09% | -26.0% |
Q1 2019 | $671,000 | +2.8% | 18,752 | -0.4% | 0.13% | -8.6% |
Q4 2018 | $653,000 | +20.7% | 18,820 | +21.1% | 0.14% | +24.1% |
Q3 2018 | $541,000 | +3.4% | 15,542 | +5.1% | 0.11% | -5.9% |
Q2 2018 | $523,000 | – | 14,790 | – | 0.12% | – |
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% |