SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 603 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $823,354 | -1.0% | 24,526 | +1.3% | 0.33% | +5.5% |
| Q2 2023 | $832,012 | -0.3% | 24,200 | -1.0% | 0.31% | -9.4% |
| Q1 2023 | $834,503 | -3.5% | 24,451 | -6.8% | 0.34% | -9.5% |
| Q4 2022 | $865,084 | -11.5% | 26,246 | -16.6% | 0.38% | -14.9% |
| Q3 2022 | $977,000 | -32.8% | 31,488 | -24.7% | 0.44% | -29.7% |
| Q2 2022 | $1,453,000 | -26.4% | 41,789 | -18.2% | 0.63% | -12.1% |
| Q1 2022 | $1,975,000 | -8.5% | 51,100 | -1.8% | 0.72% | -7.1% |
| Q4 2021 | $2,159,000 | -2.0% | 52,031 | +0.5% | 0.77% | -12.3% |
| Q3 2021 | $2,202,000 | -5.6% | 51,772 | +1.0% | 0.88% | -8.5% |
| Q2 2021 | $2,332,000 | +12.9% | 51,261 | +8.6% | 0.96% | -0.3% |
| Q1 2021 | $2,066,000 | +34.7% | 47,195 | +29.7% | 0.97% | +21.0% |
| Q4 2020 | $1,534,000 | +11.2% | 36,397 | -3.5% | 0.80% | -10.5% |
| Q3 2020 | $1,379,000 | +18.5% | 37,710 | +8.4% | 0.89% | +3.1% |
| Q2 2020 | $1,164,000 | +91.8% | 34,777 | +63.1% | 0.87% | +56.2% |
| Q1 2020 | $607,000 | – | 21,326 | – | 0.56% | – |
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% |