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 | $40,523,287 | +135.6% | 1,207,128 | +141.3% | 1.10% | +167.3% |
| Q2 2023 | $17,201,964 | -22.9% | 500,348 | -23.5% | 0.41% | -31.2% |
| Q1 2023 | $22,316,265 | -13.6% | 653,861 | -16.5% | 0.60% | -24.3% |
| Q4 2022 | $25,823,072 | +100.5% | 783,467 | +88.8% | 0.79% | +155.8% |
| Q3 2022 | $12,878,000 | +15.0% | 414,897 | +28.8% | 0.31% | +6.5% |
| Q2 2022 | $11,201,000 | -1.4% | 322,159 | +9.6% | 0.29% | +2.8% |
| Q1 2022 | $11,363,000 | -12.4% | 294,074 | -5.9% | 0.28% | -27.2% |
| Q4 2021 | $12,971,000 | -3.0% | 312,639 | -0.5% | 0.39% | +12.8% |
| Q3 2021 | $13,366,000 | -39.0% | 314,264 | -34.7% | 0.34% | -46.1% |
| Q2 2021 | $21,903,000 | +20.7% | 481,389 | +16.1% | 0.64% | -1.7% |
| Q1 2021 | $18,147,000 | +73.9% | 414,519 | +67.4% | 0.65% | +36.2% |
| Q4 2020 | $10,435,000 | +17.2% | 247,550 | +1.7% | 0.48% | +1.3% |
| Q3 2020 | $8,900,000 | +7.0% | 243,446 | -2.1% | 0.47% | -9.6% |
| Q2 2020 | $8,317,000 | +15.3% | 248,575 | -1.9% | 0.52% | -16.2% |
| Q1 2020 | $7,211,000 | -20.2% | 253,389 | +5.4% | 0.62% | -2.8% |
| Q4 2019 | $9,034,000 | +48.5% | 240,335 | +35.4% | 0.64% | +88.5% |
| Q3 2019 | $6,085,000 | +188.1% | 177,529 | +200.8% | 0.34% | +14.5% |
| Q2 2019 | $2,112,000 | +52.6% | 59,018 | +52.5% | 0.30% | +25.8% |
| Q1 2019 | $1,384,000 | +31.7% | 38,711 | +19.1% | 0.24% | -14.8% |
| Q4 2018 | $1,051,000 | – | 32,506 | – | 0.28% | – |
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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% |