SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 393 filers reported holding SPDR INDEX SHS FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,161,797 | -3.6% | 123,974 | -1.3% | 1.23% | +3.7% |
| Q2 2023 | $4,319,174 | -6.2% | 125,630 | -6.9% | 1.18% | -11.7% |
| Q1 2023 | $4,606,185 | +4.7% | 134,960 | +1.2% | 1.34% | -5.8% |
| Q4 2022 | $4,397,556 | -31.9% | 133,421 | -35.9% | 1.42% | -39.0% |
| Q3 2022 | $6,457,000 | +12.3% | 208,020 | +25.7% | 2.34% | +9.3% |
| Q2 2022 | $5,752,000 | +1.4% | 165,436 | +12.7% | 2.14% | +15.8% |
| Q1 2022 | $5,670,000 | -13.1% | 146,729 | -6.6% | 1.84% | -10.8% |
| Q4 2021 | $6,521,000 | +11.8% | 157,167 | +14.6% | 2.07% | +3.3% |
| Q3 2021 | $5,833,000 | -16.2% | 137,147 | -10.3% | 2.00% | -21.3% |
| Q2 2021 | $6,958,000 | +28.9% | 152,921 | +24.0% | 2.54% | +10.2% |
| Q1 2021 | $5,400,000 | +11.1% | 123,348 | +7.0% | 2.31% | +2.5% |
| Q4 2020 | $4,861,000 | +16.7% | 115,302 | +1.2% | 2.25% | +2.2% |
| Q3 2020 | $4,164,000 | +11.8% | 113,883 | +2.4% | 2.20% | +1.4% |
| Q2 2020 | $3,723,000 | +21.9% | 111,258 | +3.6% | 2.17% | -19.7% |
| Q1 2020 | $3,055,000 | – | 107,356 | – | 2.71% | – |
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% |