SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 520 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,707,766 | +1.3% | 378,545 | +3.7% | 3.00% | +3.2% |
| Q2 2023 | $12,548,603 | +2.6% | 364,997 | +1.8% | 2.91% | -2.1% |
| Q1 2023 | $12,232,489 | +42.5% | 358,409 | +37.6% | 2.97% | +43.6% |
| Q4 2022 | $8,582,971 | +36.4% | 260,406 | +24.9% | 2.07% | +32.4% |
| Q3 2022 | $6,293,000 | -6.8% | 208,511 | +3.6% | 1.56% | -4.9% |
| Q2 2022 | $6,751,000 | +28.0% | 201,208 | +47.4% | 1.64% | +70.9% |
| Q1 2022 | $5,273,000 | +186.7% | 136,460 | +207.8% | 0.96% | +191.5% |
| Q4 2021 | $1,839,000 | -5.4% | 44,329 | -3.1% | 0.33% | -13.6% |
| Q3 2021 | $1,945,000 | -19.1% | 45,739 | -13.5% | 0.38% | -20.1% |
| Q2 2021 | $2,405,000 | +11.4% | 52,863 | +7.2% | 0.48% | +6.2% |
| Q1 2021 | $2,158,000 | -8.1% | 49,297 | -11.5% | 0.45% | -16.2% |
| Q4 2020 | $2,347,000 | +69.1% | 55,677 | +46.7% | 0.54% | +64.2% |
| Q3 2020 | $1,388,000 | +5.3% | 37,958 | -3.6% | 0.33% | -0.9% |
| Q2 2020 | $1,318,000 | +22.0% | 39,386 | +3.8% | 0.33% | +4.1% |
| Q1 2020 | $1,080,000 | – | 37,953 | – | 0.32% | – |
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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% |