SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 412 filers reported holding SPDR INDEX SHS FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,301,060 | +38.4% | 246,909 | +32.9% | 2.01% | +51.6% |
| Q1 2024 | $6,721,855 | -49.7% | 185,737 | -50.8% | 1.33% | -63.9% |
| Q4 2023 | $13,365,139 | +106.8% | 377,439 | +96.0% | 3.68% | +77.2% |
| Q3 2023 | $6,464,205 | -30.0% | 192,558 | -28.3% | 2.08% | -37.3% |
| Q2 2023 | $9,234,108 | +154.7% | 268,590 | +152.8% | 3.32% | +300.4% |
| Q1 2023 | $3,625,540 | +18.5% | 106,227 | +14.5% | 0.83% | +27.8% |
| Q4 2022 | $3,058,786 | +37.4% | 92,803 | +29.4% | 0.65% | +6.8% |
| Q3 2022 | $2,226,000 | +48.9% | 71,723 | +66.8% | 0.61% | +50.6% |
| Q2 2022 | $1,495,000 | +3.7% | 43,009 | +15.3% | 0.40% | +8.6% |
| Q1 2022 | $1,441,000 | -99.9% | 37,302 | -29.5% | 0.37% | -31.3% |
| Q4 2021 | $2,194,967,000 | +45514.4% | 52,903 | -53.2% | 0.54% | -77.5% |
| Q3 2021 | $4,812,000 | -33.5% | 113,143 | -28.8% | 2.40% | -58.5% |
| Q2 2021 | $7,235,000 | -9.7% | 159,007 | -13.1% | 5.79% | -7.2% |
| Q1 2021 | $8,008,000 | +4.7% | 182,921 | +100961.3% | 6.23% | +0.7% |
| Q4 2020 | $7,650,000 | 0.0% | 181 | -99.9% | 6.19% | +2.5% |
| Q3 2020 | $7,650,000 | +34.9% | 181,457 | +7.1% | 6.04% | +67.2% |
| Q2 2020 | $5,671,000 | +174.8% | 169,472 | +133.6% | 3.61% | +72.1% |
| Q1 2020 | $2,064,000 | -80.0% | 72,534 | -73.6% | 2.10% | -74.4% |
| Q4 2019 | $10,316,000 | – | 274,439 | – | 8.19% | – |
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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% |