SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 574 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $649,179 | +5.0% | 19,338 | +7.6% | 0.22% | +4.2% |
| Q2 2023 | $618,015 | -15.0% | 17,976 | -15.6% | 0.21% | -15.2% |
| Q1 2023 | $726,982 | +2.7% | 21,307 | -0.8% | 0.25% | -7.7% |
| Q4 2022 | $707,769 | +13.8% | 21,474 | +5.8% | 0.27% | -5.2% |
| Q3 2022 | $622,000 | +36.7% | 20,289 | +3.2% | 0.29% | +125.2% |
| Q2 2022 | $455,000 | -37.2% | 19,653 | +4.8% | 0.13% | -63.3% |
| Q1 2022 | $725,000 | -5.7% | 18,758 | +1.1% | 0.35% | +9.5% |
| Q4 2021 | $769,000 | – | 18,549 | – | 0.32% | – |
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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% |