SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 616 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $665,478 | -10.1% | 17,666 | -13.7% | 0.33% | -11.9% |
| Q1 2024 | $740,447 | -7.9% | 20,460 | -9.9% | 0.38% | -17.2% |
| Q4 2023 | $803,807 | +3.9% | 22,700 | -1.5% | 0.46% | -23.4% |
| Q3 2023 | $773,285 | -4.5% | 23,035 | -2.1% | 0.60% | +0.2% |
| Q2 2023 | $809,340 | -0.2% | 23,541 | -0.9% | 0.60% | -8.4% |
| Q1 2023 | $810,826 | +17.0% | 23,757 | +13.0% | 0.65% | +10.9% |
| Q4 2022 | $692,819 | -25.5% | 21,020 | -29.8% | 0.59% | -38.5% |
| Q3 2022 | $930,000 | – | 29,949 | – | 0.96% | – |
Download | ||||||
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% |