SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 411 filers reported holding SPDR INDEX SHS FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $252,000 | +3.7% | 5,547 | 0.0% | 0.08% | -6.2% |
| Q1 2021 | $243,000 | +3.8% | 5,547 | 0.0% | 0.08% | -6.9% |
| Q4 2020 | $234,000 | +15.3% | 5,547 | 0.0% | 0.09% | -1.1% |
| Q3 2020 | $203,000 | -86.6% | 5,547 | -86.2% | 0.09% | -88.6% |
| Q4 2019 | $1,512,000 | +9.6% | 40,230 | 0.0% | 0.77% | +0.1% |
| Q3 2019 | $1,379,000 | +1.9% | 40,230 | 0.0% | 0.77% | -1.7% |
| Q2 2019 | $1,353,000 | -10.0% | 40,230 | -4.3% | 0.78% | -11.7% |
| Q1 2019 | $1,504,000 | +2.9% | 42,052 | 0.0% | 0.89% | +40.6% |
| Q4 2018 | $1,462,000 | – | 42,052 | – | 0.63% | – |
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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% |