SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 286 filers reported holding SPDR INDEX SHS FDS in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $669,000 | +22.3% | 19,998 | +3.9% | 0.38% | +15.5% |
| Q1 2020 | $547,000 | -34.6% | 19,241 | -13.5% | 0.33% | -21.1% |
| Q4 2019 | $836,000 | +33.3% | 22,247 | +29.7% | 0.42% | +30.3% |
| Q3 2019 | $627,000 | -7.7% | 17,159 | -9.5% | 0.32% | -30.1% |
| Q2 2019 | $679,000 | +4.8% | 18,968 | +4.6% | 0.46% | -4.2% |
| Q1 2019 | $648,000 | +31.2% | 18,129 | +18.8% | 0.48% | +0.6% |
| Q4 2018 | $494,000 | -22.4% | 15,264 | -16.5% | 0.48% | -17.1% |
| Q3 2018 | $637,000 | +40.6% | 18,281 | +42.5% | 0.57% | +43.6% |
| Q2 2018 | $453,000 | +111.7% | 12,825 | +135.0% | 0.40% | +47.8% |
| Q1 2018 | $214,000 | – | 5,457 | – | 0.27% | – |
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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% |