SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 599 filers reported holding SPDR INDEX SHS FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $208,351 | -5.3% | 6,321 | +0.1% | 0.06% | -7.8% |
| Q2 2022 | $220,000 | +4.8% | 6,314 | +16.0% | 0.06% | +14.3% |
| Q1 2022 | $210,000 | -5.8% | 5,443 | +1.3% | 0.06% | -3.4% |
| Q4 2021 | $223,000 | -3.5% | 5,373 | -1.2% | 0.06% | -10.8% |
| Q3 2021 | $231,000 | -81.1% | 5,436 | -84.8% | 0.06% | -90.1% |
| Q3 2019 | $1,225,000 | -6.1% | 35,723 | -1.9% | 0.65% | -6.2% |
| Q2 2019 | $1,304,000 | +1.2% | 36,422 | +1.2% | 0.70% | -2.7% |
| Q1 2019 | $1,288,000 | +7.2% | 36,007 | -3.0% | 0.72% | -5.4% |
| Q4 2018 | $1,201,000 | -5.3% | 37,108 | +1.9% | 0.76% | +4.3% |
| Q3 2018 | $1,268,000 | – | 36,416 | – | 0.73% | – |
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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% |