SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 475 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $31,826,027 | +2.2% | 844,864 | -1.8% | 16.00% | +1.8% |
| Q1 2024 | $31,148,154 | +13.5% | 860,684 | +11.1% | 15.72% | +6.2% |
| Q4 2023 | $27,441,865 | -6.4% | 774,975 | -11.3% | 14.80% | -12.9% |
| Q3 2023 | $29,321,985 | -10.6% | 873,458 | -8.4% | 16.99% | -7.4% |
| Q2 2023 | $32,790,681 | +43.8% | 953,772 | +42.7% | 18.35% | +36.9% |
| Q1 2023 | $22,808,260 | +125.7% | 668,276 | +118.0% | 13.40% | +107.7% |
| Q4 2022 | $10,104,976 | -52.4% | 306,583 | -39.2% | 6.45% | -59.1% |
| Q4 2020 | $21,247,000 | – | 503,956 | – | 15.79% | – |
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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% |