SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 327 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $330,354 | -8.2% | 9,840 | -15.4% | 0.03% | -15.2% |
| Q3 2022 | $360,000 | +18.4% | 11,628 | +33.0% | 0.03% | +3.1% |
| Q2 2022 | $304,000 | -6.2% | 8,744 | +4.1% | 0.03% | -3.0% |
| Q1 2022 | $324,000 | -13.8% | 8,403 | -7.3% | 0.03% | -10.8% |
| Q4 2021 | $376,000 | +27.5% | 9,065 | +30.6% | 0.04% | +15.6% |
| Q3 2021 | $295,000 | +0.7% | 6,942 | +7.8% | 0.03% | -3.0% |
| Q2 2021 | $293,000 | +18.1% | 6,442 | +13.3% | 0.03% | +6.5% |
| Q1 2021 | $248,000 | -76.4% | 5,684 | -77.2% | 0.03% | -78.6% |
| Q4 2020 | $1,051,000 | +18.5% | 24,945 | -2.4% | 0.14% | -14.7% |
| Q1 2019 | $887,000 | +97.6% | 25,553 | +70.3% | 0.17% | +60.4% |
| Q4 2018 | $449,000 | +112.8% | 15,002 | +125.4% | 0.11% | +146.5% |
| Q2 2018 | $211,000 | – | 6,657 | – | 0.04% | – |
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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% |