SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 527 filers reported holding SPDR INDEX SHS FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $305,569 | -39.8% | 8,888 | -40.3% | 0.14% | -43.6% |
| Q1 2023 | $507,820 | -37.6% | 14,879 | -39.7% | 0.24% | -38.8% |
| Q4 2022 | $813,584 | -24.7% | 24,684 | -29.1% | 0.40% | -38.6% |
| Q3 2022 | $1,080,000 | -82.8% | 34,809 | -80.7% | 0.65% | -82.4% |
| Q2 2022 | $6,270,000 | -3.7% | 180,322 | +7.0% | 3.68% | +7.4% |
| Q1 2022 | $6,514,000 | +1.4% | 168,592 | +8.9% | 3.43% | +11.3% |
| Q4 2021 | $6,426,000 | +0.8% | 154,880 | +3.3% | 3.08% | -4.7% |
| Q3 2021 | $6,375,000 | +4.7% | 149,905 | +12.1% | 3.24% | -0.1% |
| Q2 2021 | $6,086,000 | – | 133,762 | – | 3.24% | – |
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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% |