SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 520 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,139,047 | -2.3% | 63,719 | +0.0% | 0.76% | -0.4% |
| Q2 2023 | $2,190,487 | -0.3% | 63,714 | -1.0% | 0.76% | -1.2% |
| Q1 2023 | $2,196,675 | +4.0% | 64,362 | +0.5% | 0.77% | +4.3% |
| Q4 2022 | $2,111,385 | -16.1% | 64,059 | -21.0% | 0.74% | -22.8% |
| Q3 2022 | $2,516,000 | -30.8% | 81,088 | -22.5% | 0.96% | -22.7% |
| Q2 2022 | $3,635,000 | -12.3% | 104,564 | -2.6% | 1.24% | +6.1% |
| Q1 2022 | $4,147,000 | -11.5% | 107,331 | -5.0% | 1.17% | -9.5% |
| Q4 2021 | $4,688,000 | +6.4% | 113,012 | +9.1% | 1.29% | +1.0% |
| Q3 2021 | $4,407,000 | -6.4% | 103,623 | +0.1% | 1.28% | -6.4% |
| Q2 2021 | $4,708,000 | +3.4% | 103,476 | -0.6% | 1.37% | +8.7% |
| Q1 2021 | $4,555,000 | +4.1% | 104,053 | +0.2% | 1.26% | -3.9% |
| Q4 2020 | $4,377,000 | +11.2% | 103,825 | -3.6% | 1.31% | -0.1% |
| Q3 2020 | $3,936,000 | +8.3% | 107,666 | -0.9% | 1.31% | +2.1% |
| Q2 2020 | $3,635,000 | +10.4% | 108,659 | -6.1% | 1.28% | -6.6% |
| Q1 2020 | $3,293,000 | +20.7% | 115,712 | +59.4% | 1.38% | +29.6% |
| Q4 2019 | $2,728,000 | +14.5% | 72,598 | +4.5% | 1.06% | +8.2% |
| Q3 2019 | $2,382,000 | -1.5% | 69,498 | +2.8% | 0.98% | -1.9% |
| Q2 2019 | $2,419,000 | +18.1% | 67,595 | +17.9% | 1.00% | +14.4% |
| Q1 2019 | $2,049,000 | +6.8% | 57,312 | -3.3% | 0.87% | -4.7% |
| Q4 2018 | $1,918,000 | – | 59,285 | – | 0.92% | – |
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% |