SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 584 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $405,331 | +9.1% | 12,074 | +11.7% | 0.06% | +7.5% |
| Q2 2023 | $371,666 | +9.0% | 10,811 | +8.2% | 0.05% | 0.0% |
| Q1 2023 | $340,954 | +13.8% | 9,990 | +9.9% | 0.05% | -5.4% |
| Q4 2022 | $299,478 | +8.1% | 9,086 | +1.8% | 0.06% | +7.7% |
| Q3 2022 | $277,000 | -1.4% | 8,926 | +6.9% | 0.05% | -5.5% |
| Q2 2022 | $281,000 | -5.4% | 8,353 | -1.3% | 0.06% | +19.6% |
| Q1 2022 | $297,000 | -45.6% | 8,463 | -55.9% | 0.05% | -73.3% |
| Q1 2020 | $546,000 | -55.2% | 19,177 | -40.8% | 0.17% | -56.8% |
| Q4 2019 | $1,218,000 | – | 32,414 | – | 0.40% | – |
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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% |