SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 329 filers reported holding SPDR INDEX SHS FDS in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,164,557 | +11.1% | 137,100 | +6.8% | 1.35% | +7.1% |
| Q1 2024 | $4,646,579 | +21.0% | 128,394 | +18.4% | 1.26% | +12.6% |
| Q4 2023 | $3,838,763 | +124.4% | 108,409 | +112.8% | 1.12% | +28.7% |
| Q3 2023 | $1,710,392 | +24.5% | 50,950 | +27.5% | 0.87% | +29.7% |
| Q2 2023 | $1,374,272 | +26.0% | 39,973 | +25.1% | 0.67% | +16.1% |
| Q1 2023 | $1,090,419 | +1780.0% | 31,949 | +1920.8% | 0.58% | +1597.1% |
| Q3 2020 | $58,000 | +9.4% | 1,581 | 0.0% | 0.03% | +17.2% |
| Q2 2020 | $53,000 | +17.8% | 1,581 | 0.0% | 0.03% | -6.5% |
| Q1 2020 | $45,000 | -71.2% | 1,581 | -61.8% | 0.03% | -64.0% |
| Q4 2019 | $156,000 | -53.2% | 4,143 | -57.4% | 0.09% | -57.4% |
| Q3 2019 | $333,000 | -14.0% | 9,718 | -10.0% | 0.20% | -14.8% |
| Q2 2019 | $387,000 | -2.3% | 10,802 | -2.5% | 0.24% | -4.8% |
| Q1 2019 | $396,000 | -90.0% | 11,083 | -91.0% | 0.25% | -90.5% |
| Q4 2018 | $3,977,000 | – | 122,910 | – | 2.63% | – |
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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% |