SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 711 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,671,863 | +13.0% | 97,474 | +8.6% | 1.49% | +12.4% |
Q1 2024 | $3,249,021 | +2.3% | 89,777 | +0.1% | 1.32% | -10.4% |
Q4 2023 | $3,177,153 | +8.0% | 89,725 | +2.4% | 1.48% | -4.4% |
Q3 2023 | $2,941,174 | -2.9% | 87,613 | -0.6% | 1.54% | +0.7% |
Q2 2023 | $3,029,641 | +0.7% | 88,122 | -0.0% | 1.53% | -3.5% |
Q1 2023 | $3,007,816 | +10.5% | 88,128 | +6.7% | 1.59% | +2.3% |
Q4 2022 | $2,721,455 | +4.3% | 82,568 | -1.8% | 1.55% | -3.4% |
Q3 2022 | $2,610,000 | -10.7% | 84,086 | -0.0% | 1.61% | -9.0% |
Q2 2022 | $2,924,000 | -8.5% | 84,089 | +1.7% | 1.77% | +1.0% |
Q1 2022 | $3,195,000 | -6.3% | 82,673 | +0.6% | 1.75% | -5.5% |
Q4 2021 | $3,410,000 | -1.4% | 82,184 | +1.1% | 1.85% | -8.7% |
Q3 2021 | $3,457,000 | -4.1% | 81,285 | +2.6% | 2.03% | -4.7% |
Q2 2021 | $3,606,000 | +3.1% | 79,260 | -0.7% | 2.13% | -2.3% |
Q1 2021 | $3,496,000 | +5.9% | 79,844 | +2.0% | 2.18% | -1.6% |
Q4 2020 | $3,301,000 | +17.2% | 78,304 | +1.6% | 2.21% | +2.9% |
Q3 2020 | $2,817,000 | +12.4% | 77,041 | +2.9% | 2.15% | -0.1% |
Q2 2020 | $2,506,000 | +16.2% | 74,903 | -1.2% | 2.15% | -2.4% |
Q1 2020 | $2,157,000 | -19.8% | 75,781 | +6.0% | 2.20% | +9.2% |
Q4 2019 | $2,688,000 | +10.8% | 71,500 | +1.1% | 2.02% | +0.9% |
Q3 2019 | $2,425,000 | -2.3% | 70,744 | +2.0% | 2.00% | -4.7% |
Q2 2019 | $2,482,000 | +16.4% | 69,353 | +16.3% | 2.10% | +12.2% |
Q1 2019 | $2,133,000 | +24.4% | 59,643 | +12.6% | 1.87% | +6.0% |
Q4 2018 | $1,714,000 | +17.3% | 52,964 | +26.3% | 1.76% | +36.8% |
Q3 2018 | $1,461,000 | +33.3% | 41,935 | +35.3% | 1.29% | +20.4% |
Q2 2018 | $1,096,000 | +11.0% | 30,999 | +23.5% | 1.07% | +3.7% |
Q1 2018 | $987,000 | +346.6% | 25,110 | +332.9% | 1.03% | +347.2% |
Q4 2017 | $221,000 | – | 5,800 | – | 0.23% | – |
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% |