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 | $519,781 | -6.1% | 13,798 | -9.8% | 0.28% | -5.2% |
Q1 2024 | $553,355 | -5.3% | 15,290 | -7.3% | 0.29% | +5.8% |
Q4 2023 | $584,027 | +172.9% | 16,493 | +197.3% | 0.27% | +156.1% |
Q1 2022 | $214,000 | -14.7% | 5,547 | -8.3% | 0.11% | -0.9% |
Q4 2021 | $251,000 | +24.9% | 6,047 | +36.9% | 0.11% | -2.7% |
Q2 2021 | $201,000 | +24.8% | 4,416 | 0.0% | 0.11% | -28.8% |
Q3 2020 | $161,000 | – | 4,416 | – | 0.16% | – |
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% |