SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 531 filers reported holding SPDR INDEX SHS FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $112 | -46.9% | 3,172 | -49.5% | 0.01% | -52.0% |
| Q3 2023 | $211 | -20.4% | 6,285 | -18.5% | 0.02% | -19.4% |
| Q2 2023 | $265 | -22.1% | 7,709 | -22.6% | 0.03% | -26.2% |
| Q1 2023 | $340 | -34.5% | 9,958 | -36.8% | 0.04% | -42.5% |
| Q4 2022 | $519 | -100.0% | 15,745 | -88.8% | 0.07% | -88.8% |
| Q3 2022 | $4,345,000 | -19.3% | 139,986 | -9.6% | 0.65% | -16.5% |
| Q2 2022 | $5,382,000 | -31.1% | 154,786 | -23.4% | 0.78% | -21.5% |
| Q1 2022 | $7,809,000 | -13.3% | 202,085 | -6.9% | 1.00% | -12.1% |
| Q4 2021 | $9,010,000 | +61.0% | 217,162 | +65.0% | 1.13% | +42.2% |
| Q3 2021 | $5,598,000 | +5.0% | 131,614 | +12.3% | 0.80% | -0.1% |
| Q2 2021 | $5,330,000 | +21.0% | 117,148 | +16.5% | 0.80% | +4.7% |
| Q1 2021 | $4,404,000 | +62.6% | 100,591 | +56.6% | 0.76% | +45.1% |
| Q4 2020 | $2,708,000 | – | 64,220 | – | 0.52% | – |
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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% |