SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 584 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,125,569 | -12.3% | 212,260 | -10.2% | 6.31% | -4.8% |
| Q2 2023 | $8,127,089 | -0.4% | 236,390 | -1.1% | 6.63% | -15.5% |
| Q1 2023 | $8,155,978 | +1.2% | 238,968 | -2.3% | 7.85% | -5.6% |
| Q4 2022 | $8,060,829 | -7.5% | 244,564 | -12.9% | 8.32% | -0.6% |
| Q3 2022 | $8,715,000 | +8.2% | 280,765 | +21.3% | 8.37% | -3.0% |
| Q2 2022 | $8,051,000 | -18.6% | 231,556 | -9.6% | 8.62% | +7.2% |
| Q1 2022 | $9,892,000 | -4.7% | 256,006 | +2.3% | 8.04% | -11.6% |
| Q4 2021 | $10,378,000 | +6.0% | 250,141 | +8.6% | 9.10% | +12.8% |
| Q3 2021 | $9,794,000 | -5.9% | 230,294 | +0.6% | 8.07% | -7.0% |
| Q2 2021 | $10,411,000 | +2.5% | 228,824 | -1.3% | 8.68% | -3.3% |
| Q1 2021 | $10,153,000 | -7.1% | 231,913 | -10.5% | 8.98% | -7.3% |
| Q4 2020 | $10,927,000 | – | 259,171 | – | 9.68% | – |
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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% |