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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $319,646 | +50.1% | 9,698 | +41.6% | 0.10% | +41.8% |
| Q3 2022 | $213,000 | -10.5% | 6,848 | 0.0% | 0.07% | -9.5% |
| Q2 2022 | $238,000 | -10.2% | 6,848 | 0.0% | 0.07% | 0.0% |
| Q1 2022 | $265,000 | -6.7% | 6,848 | 0.0% | 0.07% | -14.0% |
| Q4 2021 | $284,000 | -2.4% | 6,848 | 0.0% | 0.09% | -9.5% |
| Q3 2021 | $291,000 | -6.7% | 6,848 | 0.0% | 0.10% | +11.8% |
| Q2 2021 | $312,000 | +4.0% | 6,848 | 0.0% | 0.08% | +1.2% |
| Q1 2021 | $300,000 | +3.8% | 6,848 | 0.0% | 0.08% | -2.3% |
| Q4 2020 | $289,000 | +15.6% | 6,848 | 0.0% | 0.09% | +7.5% |
| Q3 2020 | $250,000 | +9.2% | 6,848 | 0.0% | 0.08% | 0.0% |
| Q2 2020 | $229,000 | +17.4% | 6,848 | 0.0% | 0.08% | -1.2% |
| Q1 2020 | $195,000 | -24.1% | 6,848 | 0.0% | 0.08% | -12.0% |
| Q4 2019 | $257,000 | +9.4% | 6,848 | 0.0% | 0.09% | +2.2% |
| Q3 2019 | $235,000 | -4.9% | 6,848 | 0.0% | 0.09% | -10.9% |
| Q2 2019 | $247,000 | – | 6,848 | – | 0.10% | – |
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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% |