SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 527 filers reported holding SPDR INDEX SHS FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,220,146 | +1.9% | 364,020 | +4.4% | 0.10% | +4.0% |
| Q2 2023 | $11,989,388 | +20.8% | 348,731 | +19.9% | 0.10% | +16.1% |
| Q1 2023 | $9,927,315 | +142.5% | 290,867 | +134.2% | 0.09% | +128.9% |
| Q4 2022 | $4,093,397 | +669.4% | 124,193 | +624.5% | 0.04% | +245.5% |
| Q3 2022 | $532,000 | -86.8% | 17,143 | -85.2% | 0.01% | -82.8% |
| Q2 2022 | $4,040,000 | -4.6% | 116,193 | +6.0% | 0.06% | +4.9% |
| Q1 2022 | $4,236,000 | +29.4% | 109,638 | +38.9% | 0.06% | +29.8% |
| Q4 2021 | $3,274,000 | -9.0% | 78,916 | -6.7% | 0.05% | -17.5% |
| Q3 2021 | $3,597,000 | -10.5% | 84,576 | -4.2% | 0.06% | -12.3% |
| Q2 2021 | $4,019,000 | +23.9% | 88,321 | +19.2% | 0.06% | +1.6% |
| Q1 2021 | $3,245,000 | -46.1% | 74,124 | -48.1% | 0.06% | -46.2% |
| Q4 2020 | $6,022,000 | – | 142,833 | – | 0.12% | – |
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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% |