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 | $30,376,000 | +17.9% | 806,369 | +10.9% | 2.81% | +11.0% |
| Q4 2023 | $25,759,000 | +9.9% | 727,438 | +2.3% | 2.53% | -25.0% |
| Q4 2022 | $23,428,000 | +14.1% | 710,806 | +7.4% | 3.37% | -3.5% |
| Q3 2022 | $20,535,000 | +4789.3% | 661,554 | +5381.9% | 3.49% | +4436.4% |
| Q2 2022 | $420,000 | -17.8% | 12,068 | -8.7% | 0.08% | -6.1% |
| Q1 2022 | $511,000 | -97.3% | 13,221 | -96.8% | 0.08% | -97.0% |
| Q2 2021 | $18,582,000 | -61.9% | 408,405 | -63.3% | 2.76% | -66.8% |
| Q1 2021 | $48,754,000 | – | 1,113,624 | – | 8.30% | – |
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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% |