SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 18 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,082,746 | +9.0% | 508,869 | +11.7% | 2.20% | +5.7% |
| Q2 2023 | $15,669,231 | +9.3% | 455,766 | +8.5% | 2.09% | -1.7% |
| Q1 2023 | $14,337,172 | -3.2% | 420,075 | -6.5% | 2.12% | -6.2% |
| Q4 2022 | $14,809,994 | +11.4% | 449,332 | +4.9% | 2.26% | -11.8% |
| Q3 2022 | $13,298,000 | -8.4% | 428,420 | +2.6% | 2.57% | -6.3% |
| Q2 2022 | $14,515,000 | -3.0% | 417,466 | +7.8% | 2.74% | +1.7% |
| Q1 2022 | $14,970,000 | +6.4% | 387,432 | +14.3% | 2.69% | +0.4% |
| Q4 2021 | $14,069,000 | +12.6% | 339,082 | +15.4% | 2.68% | -3.3% |
| Q3 2021 | $12,499,000 | +19.2% | 293,883 | +27.5% | 2.78% | -0.2% |
| Q2 2021 | $10,488,000 | +49.0% | 230,513 | +43.3% | 2.78% | +8.8% |
| Q1 2021 | $7,041,000 | +24.3% | 160,834 | +19.7% | 2.55% | +7.0% |
| Q4 2020 | $5,665,000 | +53.4% | 134,375 | +33.1% | 2.39% | +19.2% |
| Q3 2020 | $3,692,000 | +44.6% | 100,992 | +32.4% | 2.00% | +10.0% |
| Q2 2020 | $2,553,000 | +33.5% | 76,298 | +13.5% | 1.82% | +38.7% |
| Q1 2020 | $1,912,000 | -20.2% | 67,199 | +5.5% | 1.31% | -10.7% |
| Q4 2019 | $2,395,000 | – | 63,715 | – | 1.47% | – |
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% |