SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 711 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $851,446 | +2.3% | 22,603 | -1.7% | 0.51% | -0.8% |
| Q1 2024 | $832,365 | +0.9% | 23,000 | -1.3% | 0.52% | -15.1% |
| Q4 2023 | $825,013 | +6.5% | 23,299 | +1.0% | 0.61% | -5.3% |
| Q3 2023 | $774,297 | -31.9% | 23,065 | -30.3% | 0.64% | -24.9% |
| Q2 2023 | $1,137,398 | +1.7% | 33,083 | +0.9% | 0.86% | -1.9% |
| Q1 2023 | $1,118,742 | -90.2% | 32,779 | -90.5% | 0.87% | -89.8% |
| Q4 2022 | $11,382,567 | +9.5% | 345,517 | +2.3% | 8.58% | -3.3% |
| Q3 2022 | $10,395,000 | -4.6% | 337,598 | +7.2% | 8.87% | +1.3% |
| Q2 2022 | $10,895,000 | -13.3% | 314,857 | -3.2% | 8.76% | +4.2% |
| Q1 2022 | $12,571,000 | -2.9% | 325,382 | +4.3% | 8.41% | +2.5% |
| Q4 2021 | $12,944,000 | +4.7% | 312,033 | +7.3% | 8.20% | -9.8% |
| Q3 2021 | $12,364,000 | -2.6% | 290,713 | +4.2% | 9.10% | -2.4% |
| Q2 2021 | $12,689,000 | +7.6% | 279,088 | +3.5% | 9.33% | -0.8% |
| Q1 2021 | $11,792,000 | +5.4% | 269,543 | +1.5% | 9.40% | -2.2% |
| Q4 2020 | $11,188,000 | +17.6% | 265,471 | +2.0% | 9.61% | +12.1% |
| Q3 2020 | $9,516,000 | +8.3% | 260,294 | -0.9% | 8.57% | -11.2% |
| Q2 2020 | $8,788,000 | +20.4% | 262,700 | +2.4% | 9.65% | +9.6% |
| Q1 2020 | $7,298,000 | -18.1% | 256,640 | +8.2% | 8.81% | -7.4% |
| Q4 2019 | $8,912,000 | – | 237,108 | – | 9.51% | – |
Download | ||||||
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% |