SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 393 filers reported holding SPDR INDEX SHS FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $349,666 | -3.2% | 10,416 | -0.8% | 0.32% | +0.6% |
| Q2 2023 | $361,162 | -19.5% | 10,505 | -20.1% | 0.32% | -22.0% |
| Q1 2023 | $448,839 | +3.2% | 13,151 | -0.3% | 0.41% | -2.6% |
| Q4 2022 | $434,771 | -39.7% | 13,191 | -43.2% | 0.42% | -43.9% |
| Q3 2022 | $721,000 | +49.6% | 23,232 | +67.4% | 0.75% | +61.9% |
| Q2 2022 | $482,000 | -56.8% | 13,877 | -52.0% | 0.46% | -50.0% |
| Q1 2022 | $1,117,000 | +183.5% | 28,912 | +204.6% | 0.93% | +227.9% |
| Q4 2021 | $394,000 | -20.9% | 9,491 | -18.9% | 0.28% | -22.5% |
| Q3 2021 | $498,000 | -16.4% | 11,707 | -10.7% | 0.36% | -15.1% |
| Q2 2021 | $596,000 | +148.3% | 13,107 | +138.6% | 0.43% | +140.2% |
| Q1 2021 | $240,000 | +11.1% | 5,493 | +7.4% | 0.18% | -5.3% |
| Q4 2020 | $216,000 | -96.0% | 5,114 | -96.4% | 0.19% | -96.4% |
| Q4 2019 | $5,376,000 | – | 143,004 | – | 5.23% | – |
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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% |