SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 628 filers reported holding SPDR INDEX SHS FDS in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,990,288 | +4.9% | 52,835 | +0.8% | 0.29% | -3.0% |
| Q1 2024 | $1,896,728 | +0.3% | 52,410 | -1.8% | 0.30% | -15.4% |
| Q4 2023 | $1,890,396 | +6.0% | 53,386 | +0.5% | 0.36% | -3.3% |
| Q3 2023 | $1,783,440 | -4.5% | 53,126 | -2.2% | 0.37% | +4.8% |
| Q2 2023 | $1,867,075 | +12.8% | 54,307 | +12.0% | 0.35% | +4.8% |
| Q1 2023 | $1,655,510 | +12.4% | 48,506 | +8.6% | 0.34% | +69.7% |
| Q4 2022 | $1,472,719 | +10.3% | 44,682 | +3.9% | 0.20% | -39.1% |
| Q3 2022 | $1,335,000 | +0.4% | 43,024 | +12.5% | 0.32% | +20.4% |
| Q2 2022 | $1,330,000 | -3.8% | 38,241 | +6.9% | 0.27% | +9.8% |
| Q1 2022 | $1,383,000 | +0.7% | 35,779 | +8.1% | 0.25% | +7.9% |
| Q4 2021 | $1,373,000 | -2.0% | 33,104 | +0.5% | 0.23% | -8.1% |
| Q3 2021 | $1,401,000 | -2.6% | 32,943 | +4.1% | 0.25% | -5.7% |
| Q2 2021 | $1,439,000 | +15.3% | 31,634 | +11.0% | 0.26% | -8.0% |
| Q1 2021 | $1,248,000 | +10.4% | 28,509 | +6.3% | 0.29% | +1.1% |
| Q4 2020 | $1,130,000 | +41.2% | 26,811 | +22.5% | 0.28% | +8.8% |
| Q3 2020 | $800,000 | +20.3% | 21,891 | +10.2% | 0.26% | +2.4% |
| Q2 2020 | $665,000 | +18.1% | 19,867 | +0.4% | 0.25% | -1.2% |
| Q1 2020 | $563,000 | -16.3% | 19,789 | +10.5% | 0.26% | +2.0% |
| Q4 2019 | $673,000 | +106.4% | 17,909 | +88.6% | 0.25% | +71.4% |
| Q3 2019 | $326,000 | +33.1% | 9,498 | +40.2% | 0.15% | +38.7% |
| Q2 2019 | $245,000 | +105.9% | 6,774 | +103.5% | 0.11% | +73.8% |
| Q1 2019 | $119,000 | +95.1% | 3,328 | +75.3% | 0.06% | +52.5% |
| Q4 2018 | $61,000 | +84.8% | 1,899 | +102.7% | 0.04% | +100.0% |
| Q3 2018 | $33,000 | – | 937 | – | 0.02% | – |
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% |