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 | $336,123 | +4.2% | 8,922 | +0.1% | 0.06% | -1.6% |
| Q1 2024 | $322,544 | -5.7% | 8,912 | -7.7% | 0.06% | -13.9% |
| Q4 2023 | $341,971 | +9.8% | 9,657 | +4.1% | 0.07% | +1.4% |
| Q3 2023 | $311,311 | -2.2% | 9,273 | +0.2% | 0.07% | 0.0% |
| Q2 2023 | $318,272 | +0.2% | 9,257 | -0.6% | 0.07% | -5.3% |
| Q1 2023 | $317,731 | +7.3% | 9,309 | +4.7% | 0.08% | -27.9% |
| Q4 2022 | $296,129 | -5.1% | 8,887 | -11.6% | 0.10% | -15.4% |
| Q3 2022 | $312,000 | -28.4% | 10,048 | -20.3% | 0.12% | -16.9% |
| Q2 2022 | $436,000 | -23.9% | 12,611 | -15.0% | 0.15% | -14.0% |
| Q1 2022 | $573,000 | -15.7% | 14,834 | -9.4% | 0.17% | -14.4% |
| Q4 2021 | $680,000 | -11.2% | 16,381 | -7.5% | 0.20% | -12.2% |
| Q3 2021 | $766,000 | -9.7% | 17,702 | -9.9% | 0.23% | -13.9% |
| Q2 2021 | $848,000 | -10.1% | 19,644 | -7.6% | 0.27% | -11.0% |
| Q1 2021 | $943,000 | +5.1% | 21,250 | -0.2% | 0.30% | -11.8% |
| Q4 2020 | $897,000 | – | 21,283 | – | 0.34% | – |
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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% |