SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 584 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 2023 | $246,539 | -19.7% | 7,171 | -20.3% | 0.02% | -28.1% |
| Q1 2023 | $307,033 | +0.2% | 8,996 | -3.3% | 0.03% | -8.6% |
| Q4 2022 | $306,528 | -0.8% | 9,300 | -6.5% | 0.04% | -5.4% |
| Q3 2022 | $309,000 | -5.8% | 9,946 | +5.3% | 0.04% | -7.5% |
| Q2 2022 | $328,000 | -20.8% | 9,447 | -11.9% | 0.04% | -16.7% |
| Q1 2022 | $414,000 | -9.4% | 10,727 | -2.5% | 0.05% | -17.2% |
| Q4 2021 | $457,000 | -22.7% | 11,007 | -20.8% | 0.06% | -37.0% |
| Q3 2021 | $591,000 | -7.9% | 13,906 | -1.4% | 0.09% | -8.9% |
| Q2 2021 | $642,000 | +14.0% | 14,110 | +9.8% | 0.10% | -15.8% |
| Q1 2021 | $563,000 | +17.3% | 12,852 | +12.8% | 0.12% | -0.8% |
| Q4 2020 | $480,000 | +14.6% | 11,397 | -0.6% | 0.12% | -6.9% |
| Q3 2020 | $419,000 | +5.3% | 11,467 | -3.6% | 0.13% | -7.1% |
| Q2 2020 | $398,000 | -30.5% | 11,897 | -40.9% | 0.14% | -58.1% |
| Q1 2020 | $573,000 | +1407.9% | 20,117 | +1701.0% | 0.33% | +1051.7% |
| Q3 2019 | $38,000 | – | 1,117 | – | 0.03% | – |
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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% |