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 | $1,272,480 | +15.5% | 33,780 | +11.0% | 0.26% | +8.0% |
| Q1 2024 | $1,101,667 | +21.8% | 30,441 | +19.2% | 0.24% | +15.0% |
| Q4 2023 | $904,158 | +26.6% | 25,534 | +20.0% | 0.21% | +3.5% |
| Q3 2023 | $714,072 | +0.7% | 21,271 | +3.2% | 0.20% | +6.4% |
| Q2 2023 | $708,923 | +7.6% | 20,620 | +6.9% | 0.19% | +2.2% |
| Q1 2023 | $658,572 | +3.0% | 19,296 | -0.5% | 0.18% | -2.7% |
| Q4 2022 | $639,095 | +25.3% | 19,390 | +18.0% | 0.19% | +11.2% |
| Q3 2022 | $510,000 | -22.4% | 16,429 | -13.1% | 0.17% | -21.4% |
| Q2 2022 | $657,000 | -15.8% | 18,907 | -6.3% | 0.22% | -12.2% |
| Q1 2022 | $780,000 | -1.6% | 20,181 | +5.5% | 0.24% | -3.5% |
| Q4 2021 | $793,000 | +13.8% | 19,122 | +16.8% | 0.25% | +2.4% |
| Q3 2021 | $697,000 | +5261.5% | 16,365 | +3602.5% | 0.25% | +2655.6% |
| Q1 2020 | $13,000 | – | 442 | – | 0.01% | – |
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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% |