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 | $782,641 | -42.6% | 23,210 | -40.4% | 0.31% | -38.8% |
| Q2 2023 | $1,364,348 | +41.7% | 38,948 | +38.0% | 0.50% | +31.4% |
| Q1 2023 | $962,901 | +27.5% | 28,221 | +32.2% | 0.38% | -4.0% |
| Q4 2022 | $755,151 | -10.7% | 21,344 | -22.4% | 0.40% | -16.2% |
| Q3 2022 | $846,000 | -0.6% | 27,504 | +11.8% | 0.48% | +5.6% |
| Q2 2022 | $851,000 | -30.9% | 24,611 | -27.6% | 0.45% | -34.4% |
| Q1 2022 | $1,231,000 | +2.6% | 33,986 | +18.7% | 0.69% | -39.1% |
| Q4 2021 | $1,200,000 | -20.4% | 28,622 | -17.1% | 1.13% | -18.5% |
| Q3 2021 | $1,508,000 | -12.8% | 34,506 | -16.5% | 1.38% | +265.6% |
| Q2 2021 | $1,730,000 | -12.0% | 41,332 | -5.1% | 0.38% | -35.1% |
| Q1 2021 | $1,965,000 | +49.3% | 43,534 | +45.7% | 0.58% | +45.1% |
| Q4 2020 | $1,316,000 | +14.5% | 29,873 | -3.0% | 0.40% | -14.5% |
| Q3 2020 | $1,149,000 | – | 30,787 | – | 0.47% | – |
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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% |