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 | $17,616 | +11.8% | 467,641 | +7.5% | 1.30% | -0.9% |
| Q1 2024 | $15,750 | -23.7% | 435,197 | -25.3% | 1.32% | -13.2% |
| Q4 2023 | $20,643 | -10.2% | 582,983 | -13.8% | 1.52% | -10.0% |
| Q3 2023 | $22,998 | +6.4% | 676,332 | +7.6% | 1.68% | -33.3% |
| Q2 2023 | $21,619 | +42.2% | 628,814 | +41.2% | 2.52% | +29.6% |
| Q1 2023 | $15,203 | -99.9% | 445,447 | +7.0% | 1.95% | +3.5% |
| Q4 2022 | $13,724,225 | +8.5% | 416,391 | +2.1% | 1.88% | +12.6% |
| Q3 2022 | $12,653,000 | -58.5% | 407,634 | -55.7% | 1.67% | -19.8% |
| Q2 2022 | $30,457,000 | – | 920,130 | – | 2.09% | – |
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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% |