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 | $59,444 | -9.5% | 1,578 | -19.4% | 0.05% | -22.1% |
| Q3 2023 | $65,714 | -2.7% | 1,958 | -0.3% | 0.07% | +3.0% |
| Q2 2023 | $67,523 | -15.6% | 1,964 | -19.1% | 0.07% | +8.2% |
| Q4 2022 | $80,027 | -5.9% | 2,428 | -1.1% | 0.06% | -16.4% |
| Q2 2022 | $85,000 | -18.3% | 2,455 | +0.2% | 0.07% | 0.0% |
| Q3 2021 | $104,000 | – | 2,449 | – | 0.07% | – |
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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% |