SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 569 filers reported holding SPDR INDEX SHS FDS in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,042,847 | -0.3% | 31,065 | +2.1% | 0.89% | +0.8% |
| Q2 2023 | $1,045,972 | +6.6% | 30,424 | +5.8% | 0.88% | -3.7% |
| Q1 2023 | $981,537 | +8.6% | 28,759 | +4.8% | 0.92% | +7.9% |
| Q4 2022 | $904,118 | -55.2% | 27,431 | -57.8% | 0.85% | -61.4% |
| Q3 2022 | $2,020,000 | -10.5% | 65,062 | +0.3% | 2.20% | -4.8% |
| Q2 2022 | $2,256,000 | -10.4% | 64,883 | -0.5% | 2.31% | +4.4% |
| Q1 2022 | $2,519,000 | -1.8% | 65,196 | +5.4% | 2.22% | +5.6% |
| Q4 2021 | $2,566,000 | +5.9% | 61,845 | +8.5% | 2.10% | -2.4% |
| Q3 2021 | $2,424,000 | -2.5% | 56,995 | +4.3% | 2.15% | -2.8% |
| Q2 2021 | $2,486,000 | +3.0% | 54,631 | -0.9% | 2.21% | -3.4% |
| Q1 2021 | $2,414,000 | +119.5% | 55,131 | +111.4% | 2.29% | +110.9% |
| Q4 2020 | $1,100,000 | – | 26,082 | – | 1.08% | – |
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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% |