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 | $1,247,857 | +4.1% | 33,126 | 0.0% | 0.17% | +4.3% |
| Q1 2024 | $1,198,830 | +2.2% | 33,126 | 0.0% | 0.16% | -2.4% |
| Q4 2023 | $1,172,992 | +9.8% | 33,126 | +4.1% | 0.16% | +1.2% |
| Q3 2023 | $1,067,929 | -1.5% | 31,812 | +0.9% | 0.16% | +3.2% |
| Q2 2023 | $1,084,002 | +1.6% | 31,530 | +0.9% | 0.16% | -4.2% |
| Q1 2023 | $1,066,597 | -4.3% | 31,251 | -7.6% | 0.16% | -9.3% |
| Q4 2022 | $1,114,345 | -9.5% | 33,809 | -14.7% | 0.18% | -19.8% |
| Q3 2022 | $1,231,000 | -24.2% | 39,645 | -15.1% | 0.23% | -8.8% |
| Q2 2022 | $1,624,000 | +15.2% | 46,693 | +28.0% | 0.25% | +31.1% |
| Q1 2022 | $1,410,000 | +8.5% | 36,480 | +16.4% | 0.19% | +11.8% |
| Q4 2021 | $1,300,000 | – | 31,327 | – | 0.17% | – |
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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% |