SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 18 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,706,715 | -2.3% | 378,514 | +0.0% | 6.97% | -1.6% |
| Q2 2023 | $13,010,733 | +2.0% | 378,439 | +1.3% | 7.08% | -3.3% |
| Q1 2023 | $12,750,490 | +38.6% | 373,586 | +33.9% | 7.32% | +17.7% |
| Q4 2022 | $9,199,202 | +9.7% | 279,102 | +3.3% | 6.22% | -4.3% |
| Q3 2022 | $8,387,000 | -1.2% | 270,197 | +10.7% | 6.50% | +3.3% |
| Q2 2022 | $8,488,000 | +31.9% | 244,115 | +46.6% | 6.30% | +45.1% |
| Q1 2022 | $6,433,000 | +9.6% | 166,464 | +17.7% | 4.34% | +5.5% |
| Q4 2021 | $5,867,000 | +5.7% | 141,408 | +8.3% | 4.11% | -4.1% |
| Q3 2021 | $5,552,000 | -9.9% | 130,552 | -3.6% | 4.29% | -4.9% |
| Q2 2021 | $6,162,000 | +13.6% | 135,433 | +9.3% | 4.51% | +4.9% |
| Q1 2021 | $5,422,000 | +0.9% | 123,859 | -2.9% | 4.30% | -7.4% |
| Q4 2020 | $5,376,000 | +18.8% | 127,512 | +3.0% | 4.64% | +1.8% |
| Q3 2020 | $4,526,000 | +7.4% | 123,809 | -1.7% | 4.56% | +1.6% |
| Q2 2020 | $4,215,000 | +16.1% | 125,982 | -1.2% | 4.49% | -1.3% |
| Q1 2020 | $3,630,000 | -23.5% | 127,547 | +1.1% | 4.55% | -6.0% |
| Q4 2019 | $4,743,000 | +15.8% | 126,170 | +5.6% | 4.84% | +10.5% |
| Q3 2019 | $4,096,000 | -4.5% | 119,473 | -0.3% | 4.38% | +2.4% |
| Q2 2019 | $4,287,000 | -1.2% | 119,802 | -1.3% | 4.28% | -1.5% |
| Q1 2019 | $4,341,000 | +24.8% | 121,403 | +13.0% | 4.34% | +14.1% |
| Q4 2018 | $3,477,000 | -5.1% | 107,457 | +2.2% | 3.80% | +18.6% |
| Q3 2018 | $3,662,000 | -1.1% | 105,126 | +0.3% | 3.21% | -4.9% |
| Q2 2018 | $3,703,000 | -11.7% | 104,774 | -1.9% | 3.37% | -14.2% |
| Q1 2018 | $4,196,000 | +2.6% | 106,771 | -0.4% | 3.93% | +11.3% |
| Q4 2017 | $4,091,000 | – | 107,238 | – | 3.53% | – |
Download | ||||||
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% |