SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 396 filers reported holding SPDR INDEX SHS FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,554,635 | +8.1% | 147,455 | +3.8% | 1.36% | +5.0% |
| Q1 2024 | $5,140,629 | +9.5% | 142,046 | +7.1% | 1.29% | +5.0% |
| Q4 2023 | $4,696,518 | +10.0% | 132,633 | +4.3% | 1.23% | -1.4% |
| Q3 2023 | $4,268,985 | -1.8% | 127,167 | +0.6% | 1.25% | -4.6% |
| Q2 2023 | $4,345,224 | +4.8% | 126,388 | +4.0% | 1.31% | -5.0% |
| Q1 2023 | $4,148,058 | +6.7% | 121,537 | +3.1% | 1.38% | -1.1% |
| Q4 2022 | $3,886,775 | +28.3% | 117,924 | +20.9% | 1.39% | +18.9% |
| Q3 2022 | $3,029,000 | -22.3% | 97,578 | -13.0% | 1.17% | -19.7% |
| Q2 2022 | $3,899,000 | +8.6% | 112,148 | +20.8% | 1.46% | +24.5% |
| Q1 2022 | $3,589,000 | +153.6% | 92,872 | +172.4% | 1.17% | +154.0% |
| Q4 2021 | $1,415,000 | +8.0% | 34,097 | +10.7% | 0.46% | +19.1% |
| Q3 2021 | $1,310,000 | +1.7% | 30,802 | +8.8% | 0.39% | +1.6% |
| Q2 2021 | $1,288,000 | +5.1% | 28,315 | +1.1% | 0.38% | -9.1% |
| Q1 2021 | $1,226,000 | +1.5% | 28,007 | -2.3% | 0.42% | -3.2% |
| Q4 2020 | $1,208,000 | +18.1% | 28,659 | +2.4% | 0.43% | +3.1% |
| Q3 2020 | $1,023,000 | +14.6% | 27,983 | +4.8% | 0.42% | -13.9% |
| Q2 2020 | $893,000 | +14.0% | 26,703 | -2.9% | 0.49% | -10.1% |
| Q1 2020 | $783,000 | -3.1% | 27,506 | +27.9% | 0.54% | +36.1% |
| Q4 2019 | $808,000 | +15.8% | 21,504 | +5.6% | 0.40% | -3.4% |
| Q3 2019 | $698,000 | -0.9% | 20,368 | +3.5% | 0.41% | -5.1% |
| Q2 2019 | $704,000 | +21.4% | 19,675 | +21.2% | 0.44% | +13.3% |
| Q1 2019 | $580,000 | +14.6% | 16,231 | +3.9% | 0.38% | -2.0% |
| Q4 2018 | $506,000 | +7.2% | 15,622 | +15.2% | 0.39% | +18.4% |
| Q3 2018 | $472,000 | +4.9% | 13,556 | +6.4% | 0.33% | -17.0% |
| Q2 2018 | $450,000 | +4.4% | 12,736 | +16.1% | 0.40% | +9.3% |
| Q1 2018 | $431,000 | +69.0% | 10,972 | +73.3% | 0.36% | +52.7% |
| Q4 2017 | $255,000 | – | 6,332 | – | 0.24% | – |
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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% |