SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 507 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,418,498 | +1.0% | 101,832 | +5.1% | 1.07% | +3.1% |
| Q2 2023 | $3,383,510 | +5.6% | 96,921 | +3.2% | 1.04% | +10.6% |
| Q1 2023 | $3,205,394 | +26.5% | 93,945 | +22.2% | 0.94% | +16.7% |
| Q4 2022 | $2,533,461 | -11.9% | 76,865 | -17.0% | 0.80% | -19.2% |
| Q3 2022 | $2,875,000 | -12.7% | 92,625 | -2.2% | 1.00% | -11.6% |
| Q2 2022 | $3,294,000 | -34.1% | 94,726 | -26.8% | 1.13% | -29.3% |
| Q1 2022 | $5,001,000 | -12.6% | 129,438 | -6.2% | 1.59% | -19.6% |
| Q4 2021 | $5,724,000 | -5.4% | 137,957 | -3.1% | 1.98% | -15.7% |
| Q3 2021 | $6,053,000 | -12.0% | 142,323 | -5.9% | 2.35% | -20.2% |
| Q2 2021 | $6,880,000 | +8.0% | 151,218 | +3.9% | 2.94% | +7.2% |
| Q1 2021 | $6,371,000 | +37.0% | 145,523 | +31.9% | 2.74% | +17.9% |
| Q4 2020 | $4,652,000 | – | 110,353 | – | 2.33% | – |
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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% |