SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 392 filers reported holding SPDR INDEX SHS FDS in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,202 | -1.9% | 85,012 | -5.7% | 5.48% | +623.2% |
| Q1 2024 | $3,263 | -18.1% | 90,159 | -19.9% | 0.76% | -23.7% |
| Q4 2023 | $3,984 | +25.0% | 112,510 | +18.5% | 0.99% | +18.8% |
| Q3 2023 | $3,186 | -21.2% | 94,917 | -19.3% | 0.84% | -85.0% |
| Q2 2023 | $4,044 | +1.0% | 117,618 | +0.3% | 5.58% | +537.6% |
| Q1 2023 | $4,002 | -4.9% | 117,261 | -8.1% | 0.88% | -13.5% |
| Q4 2022 | $4,207 | -99.8% | 127,635 | +62.5% | 1.01% | +50.9% |
| Q3 2022 | $2,439,000 | -4.4% | 78,561 | +7.1% | 0.67% | -3.7% |
| Q2 2022 | $2,550,000 | -37.1% | 73,341 | -30.1% | 0.70% | -32.7% |
| Q1 2022 | $4,054,000 | -9.9% | 104,923 | -3.2% | 1.03% | -14.2% |
| Q4 2021 | $4,497,000 | +278.9% | 108,389 | +288.5% | 1.20% | -53.6% |
| Q3 2021 | $1,187,000 | -5.7% | 27,902 | +0.9% | 2.60% | +497.9% |
| Q2 2021 | $1,259,000 | +4.1% | 27,666 | +1.1% | 0.43% | -1.8% |
| Q1 2021 | $1,209,000 | +15.5% | 27,373 | +10.3% | 0.44% | -6.4% |
| Q4 2020 | $1,047,000 | +17.1% | 24,826 | +1.5% | 0.47% | -0.6% |
| Q3 2020 | $894,000 | +9.2% | 24,452 | -0.1% | 0.48% | -0.4% |
| Q2 2020 | $819,000 | +42.9% | 24,483 | +21.5% | 0.48% | +20.2% |
| Q1 2020 | $573,000 | – | 20,148 | – | 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% |