SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 614 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,523,686 | +309.8% | 293,307 | +343.2% | 0.47% | +296.6% |
| Q2 2023 | $2,324,205 | -3.8% | 66,179 | -6.5% | 0.12% | -19.2% |
| Q1 2023 | $2,415,160 | -0.0% | 70,764 | +1.5% | 0.15% | -5.2% |
| Q4 2022 | $2,416,245 | -33.6% | 69,733 | -38.8% | 0.15% | -44.0% |
| Q3 2022 | $3,637,000 | +6.2% | 113,927 | +15.7% | 0.28% | -8.0% |
| Q2 2022 | $3,424,000 | +59.3% | 98,468 | +77.1% | 0.30% | +60.8% |
| Q1 2022 | $2,149,000 | -82.5% | 55,612 | -81.2% | 0.19% | -83.7% |
| Q4 2021 | $12,260,000 | +514.8% | 295,488 | +530.4% | 1.14% | +400.0% |
| Q3 2021 | $1,994,000 | -7.6% | 46,875 | -1.1% | 0.23% | -23.0% |
| Q2 2021 | $2,157,000 | -1.4% | 47,406 | -5.2% | 0.30% | -23.3% |
| Q1 2021 | $2,188,000 | -3.1% | 49,982 | -6.6% | 0.39% | -26.8% |
| Q4 2020 | $2,257,000 | – | 53,526 | – | 0.53% | – |
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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% |