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 | $1,857,873 | +1.4% | 49,320 | -2.6% | 0.85% | -1.3% |
| Q1 2024 | $1,833,041 | +3.5% | 50,650 | +1.3% | 0.86% | -4.1% |
| Q4 2023 | $1,770,730 | +12.8% | 50,006 | +6.9% | 0.90% | +2.5% |
| Q3 2023 | $1,570,023 | +13.3% | 46,769 | +16.0% | 0.88% | -0.5% |
| Q2 2023 | $1,386,154 | +3.4% | 40,319 | +2.7% | 0.88% | +0.3% |
| Q1 2023 | $1,340,185 | +5.6% | 39,267 | +2.0% | 0.88% | +2.3% |
| Q4 2022 | $1,269,000 | +95.5% | 38,487 | +84.0% | 0.86% | +63.5% |
| Q3 2022 | $649,000 | +47.5% | 20,921 | +65.4% | 0.53% | +42.2% |
| Q2 2022 | $440,000 | +45.2% | 12,652 | +61.4% | 0.37% | +67.4% |
| Q1 2022 | $303,000 | +31.2% | 7,839 | +40.7% | 0.22% | +30.0% |
| Q4 2021 | $231,000 | – | 5,573 | – | 0.17% | – |
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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% |