SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 614 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,042,236 | +1.1% | 120,412 | +3.6% | 2.50% | +3.4% |
| Q2 2023 | $3,996,657 | -0.2% | 116,249 | -0.9% | 2.41% | -2.1% |
| Q1 2023 | $4,005,498 | +10.0% | 117,360 | +6.2% | 2.47% | +1.0% |
| Q4 2022 | $3,641,421 | +3.6% | 110,480 | -2.4% | 2.44% | -2.9% |
| Q3 2022 | $3,515,000 | -7.5% | 113,241 | +3.7% | 2.51% | -2.2% |
| Q2 2022 | $3,798,000 | -9.3% | 109,246 | +0.8% | 2.57% | +3.1% |
| Q1 2022 | $4,189,000 | +3.1% | 108,409 | +10.7% | 2.49% | +7.5% |
| Q4 2021 | $4,064,000 | -2.3% | 97,942 | +1.3% | 2.32% | -7.2% |
| Q3 2021 | $4,160,000 | – | 96,676 | – | 2.50% | – |
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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% |