SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 512 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,714,387 | -4.1% | 72,057 | -7.8% | 1.39% | -5.1% |
| Q1 2024 | $2,829,877 | -0.2% | 78,195 | -2.3% | 1.46% | -7.4% |
| Q4 2023 | $2,835,279 | -11.7% | 80,070 | -16.3% | 1.58% | -19.8% |
| Q3 2023 | $3,211,038 | -13.3% | 95,652 | -11.2% | 1.97% | -11.0% |
| Q2 2023 | $3,704,170 | +14.6% | 107,742 | +13.8% | 2.21% | +10.0% |
| Q1 2023 | $3,232,213 | +15.6% | 94,703 | +11.6% | 2.01% | +10.0% |
| Q4 2022 | $2,796,623 | +14.5% | 84,849 | +7.8% | 1.83% | +3.5% |
| Q3 2022 | $2,442,000 | -4.6% | 78,675 | +6.9% | 1.77% | +0.5% |
| Q2 2022 | $2,560,000 | -4.2% | 73,624 | +6.4% | 1.76% | +6.2% |
| Q1 2022 | $2,673,000 | +9.5% | 69,173 | +17.6% | 1.66% | +9.5% |
| Q4 2021 | $2,441,000 | +1.4% | 58,840 | +3.9% | 1.51% | -14.9% |
| Q3 2021 | $2,408,000 | -1.6% | 56,626 | +5.3% | 1.78% | +56.0% |
| Q2 2021 | $2,447,000 | -5.3% | 53,784 | -8.9% | 1.14% | -19.8% |
| Q1 2021 | $2,584,000 | – | 59,013 | – | 1.42% | – |
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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% |