Rockefeller Capital Management L.P. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 628 filers reported holding SPDR INDEX SHS FDS in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Rockefeller Capital Management L.P. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2024$14,389,671
-8.9%
381,992
-12.4%
0.04%
-10.9%
Q1 2024$15,788,801
+10.1%
436,275
+7.8%
0.05%
-4.2%
Q4 2023$14,336,541
+16.2%
404,872
+10.2%
0.05%0.0%
Q3 2023$12,338,487
+3.0%
367,545
+5.5%
0.05%
+4.3%
Q2 2023$11,973,527
+125435.0%
348,270
+24.6%
0.05%
+12.2%
Q1 2023$9,538
+1899.6%
279,466
+1829.5%
0.04%
+1950.0%
Q4 2022$477
-99.9%
14,484
-15.4%
0.00%
-33.3%
Q3 2022$531,000
-10.9%
17,121
-0.2%
0.00%0.0%
Q2 2022$596,000
-9.1%
17,151
+1.0%
0.00%0.0%
Q1 2022$656,000
-7.6%
16,979
-0.9%
0.00%0.0%
Q4 2021$710,000
+0.4%
17,128
+2.9%
0.00%
-25.0%
Q3 2021$707,000
+2.6%
16,643
+9.9%
0.00%0.0%
Q2 2021$689,000
+6163.6%
15,143
+5508.5%
0.00%
Q1 2021$11,0000.0%2700.0%0.00%
Q4 2020$11,000
+22.2%
2700.0%0.00%
Q3 2020$9,000
-50.0%
270
-50.0%
0.00%
Q2 2020$18,000
+20.0%
5400.0%0.00%
Q1 2020$15,000
-25.0%
5400.0%0.00%
Q4 2019$20,0005400.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2023
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,042,053$39,171,00014.54%
HighMark Wealth Management LLC 237,108$8,912,0009.51%
XPONANCE, INC. 386,686$14,535,527,0008.91%
Blueprint Investment Partners LLC 274,439$10,316,0008.19%
ERn Financial, LLC 330,388$12,419,0007.22%
Horizon Investments, LLC 4,365,212$164,088,0007.20%
Financial Strategies Group, Inc. 211,539$7,952,0006.41%
Compass Financial Group, Inc. 182,770$6,870,0006.20%
Advisory Alpha, LLC 560,710$21,671,449,0005.27%
Strategic Financial Planning, Inc. 143,004$5,376,0005.23%
View complete list of SPDR INDEX SHS FDS shareholders