SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 507 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,076,872 | +9.0% | 61,532 | +11.0% | 0.15% | +10.3% |
| Q2 2023 | $1,905,070 | +30.6% | 55,412 | +29.6% | 0.14% | +29.5% |
| Q1 2023 | $1,459,123 | +49.8% | 42,752 | +44.7% | 0.10% | +43.8% |
| Q4 2022 | $973,756 | +8.2% | 29,544 | +6.0% | 0.07% | -1.4% |
| Q3 2022 | $900,000 | +25.9% | 27,881 | +35.6% | 0.07% | +27.6% |
| Q2 2022 | $715,000 | -34.5% | 20,566 | -27.2% | 0.06% | -19.4% |
| Q1 2022 | $1,092,000 | +6.8% | 28,245 | +14.7% | 0.07% | +12.5% |
| Q4 2021 | $1,022,000 | +21.2% | 24,627 | +24.3% | 0.06% | +12.3% |
| Q3 2021 | $843,000 | -4.0% | 19,817 | +2.7% | 0.06% | -3.4% |
| Q2 2021 | $878,000 | +5.0% | 19,295 | +1.0% | 0.06% | 0.0% |
| Q1 2021 | $836,000 | +124.1% | 19,105 | +115.9% | 0.06% | +126.9% |
| Q4 2020 | $373,000 | +49.8% | 8,849 | +29.7% | 0.03% | +23.8% |
| Q3 2020 | $249,000 | +16.9% | 6,823 | +7.0% | 0.02% | +5.0% |
| Q2 2020 | $213,000 | -9.7% | 6,377 | -23.1% | 0.02% | -41.2% |
| Q1 2020 | $236,000 | – | 8,292 | – | 0.03% | – |
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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% |