SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 594 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $312,925 | +2.3% | 8,307 | -1.7% | 0.10% | -1.0% |
| Q1 2024 | $305,878 | -1.6% | 8,452 | -3.7% | 0.10% | -12.5% |
| Q4 2023 | $310,829 | +0.0% | 8,778 | -5.2% | 0.11% | -9.7% |
| Q3 2023 | $310,724 | -2.4% | 9,256 | 0.0% | 0.12% | -0.8% |
| Q2 2023 | $318,221 | +49.4% | 9,256 | +50.9% | 0.12% | +30.2% |
| Q2 2022 | $213,000 | -25.5% | 6,132 | -17.1% | 0.10% | -17.2% |
| Q1 2022 | $286,000 | -41.8% | 7,399 | -37.5% | 0.12% | -48.7% |
| Q4 2021 | $491,000 | -21.4% | 11,831 | -19.5% | 0.23% | -29.4% |
| Q3 2021 | $625,000 | -22.0% | 14,706 | -16.4% | 0.32% | -22.3% |
| Q2 2021 | $801,000 | -24.1% | 17,598 | -27.0% | 0.41% | -31.3% |
| Q1 2021 | $1,055,000 | +51.8% | 24,099 | +46.2% | 0.60% | +38.2% |
| Q4 2020 | $695,000 | +26.4% | 16,480 | +9.6% | 0.43% | +17.3% |
| Q3 2020 | $550,000 | +12.9% | 15,033 | +3.3% | 0.37% | +5.4% |
| Q2 2020 | $487,000 | +6.3% | 14,551 | -9.6% | 0.35% | -2.2% |
| Q1 2020 | $458,000 | -12.3% | 16,091 | +16.0% | 0.36% | +16.2% |
| Q4 2019 | $522,000 | +25.8% | 13,874 | +13.3% | 0.31% | +10.4% |
| Q3 2019 | $415,000 | +42.1% | 12,248 | +51.9% | 0.28% | +41.4% |
| Q2 2019 | $292,000 | – | 8,061 | – | 0.20% | – |
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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% |