SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 565 filers reported holding SPDR INDEX SHS FDS in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $318,628 | +3.8% | 8,458 | -0.2% | 0.18% | +7.3% |
| Q1 2024 | $306,821 | +24.6% | 8,478 | +21.9% | 0.16% | +13.1% |
| Q4 2023 | $246,235 | +3.9% | 6,954 | -1.5% | 0.14% | +6.6% |
| Q3 2023 | $236,893 | -4.2% | 7,057 | -1.9% | 0.14% | +2.3% |
| Q2 2023 | $247,379 | +12.7% | 7,195 | +11.9% | 0.13% | -0.7% |
| Q1 2023 | $219,443 | +3.4% | 6,430 | -0.1% | 0.13% | -11.8% |
| Q4 2022 | $212,184 | -3.6% | 6,438 | +1.6% | 0.15% | -15.6% |
| Q2 2022 | $220,000 | -56.1% | 6,339 | -51.1% | 0.18% | -32.6% |
| Q1 2022 | $501,000 | +1.2% | 12,958 | +8.5% | 0.27% | +19.2% |
| Q4 2021 | $495,000 | +69.5% | 11,938 | +73.8% | 0.22% | +71.0% |
| Q3 2021 | $292,000 | +33.3% | 6,870 | +43.1% | 0.13% | +36.5% |
| Q2 2021 | $219,000 | +6.3% | 4,802 | +1.8% | 0.10% | -11.1% |
| Q1 2021 | $206,000 | – | 4,716 | – | 0.11% | – |
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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% |