SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 531 filers reported holding SPDR INDEX SHS FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,901,652 | +14.8% | 103,575 | +10.3% | 1.91% | +11.9% |
| Q1 2024 | $3,398,949 | +10.9% | 93,920 | +8.5% | 1.70% | +2.7% |
| Q4 2023 | $3,064,684 | +11.7% | 86,549 | +5.9% | 1.66% | +1.4% |
| Q3 2023 | $2,743,468 | +5.8% | 81,724 | +8.4% | 1.64% | +6.2% |
| Q2 2023 | $2,592,210 | +2.3% | 75,399 | +1.5% | 1.54% | -3.4% |
| Q1 2023 | $2,534,383 | +44.7% | 74,257 | +39.8% | 1.60% | +38.7% |
| Q4 2022 | $1,751,321 | +5.9% | 53,135 | -0.3% | 1.15% | -1.7% |
| Q3 2022 | $1,654,000 | -12.1% | 53,283 | -1.5% | 1.17% | -5.2% |
| Q2 2022 | $1,881,000 | +3.5% | 54,089 | +23.5% | 1.24% | +24.1% |
| Q4 2021 | $1,817,000 | +1.3% | 43,802 | -5.6% | 1.00% | -3.8% |
| Q1 2021 | $1,793,000 | – | 46,414 | – | 1.03% | – |
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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% |