SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 609 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $629 | -13.5% | 18,726 | -11.5% | 0.35% | -11.5% |
| Q2 2023 | $727 | -8.1% | 21,151 | -8.7% | 0.39% | -13.3% |
| Q1 2023 | $791 | +3.5% | 23,175 | 0.0% | 0.45% | -3.8% |
| Q4 2022 | $764 | -99.6% | 23,175 | +287.5% | 0.47% | +261.5% |
| Q3 2022 | $186,000 | -10.6% | 5,980 | 0.0% | 0.13% | -10.3% |
| Q2 2022 | $208,000 | -10.0% | 5,980 | 0.0% | 0.14% | +3.6% |
| Q1 2022 | $231,000 | -39.5% | 5,980 | -35.0% | 0.14% | -40.4% |
| Q4 2021 | $382,000 | – | 9,207 | – | 0.24% | – |
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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% |