SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 628 filers reported holding SPDR INDEX SHS FDS in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $844,524 | +14.4% | 22,419 | +9.9% | 0.76% | +11.5% |
| Q1 2024 | $737,951 | -5.5% | 20,391 | -7.5% | 0.68% | -10.6% |
| Q4 2023 | $780,579 | +23.5% | 22,044 | +17.0% | 0.76% | +16.3% |
| Q3 2023 | $632,224 | -4.9% | 18,833 | -2.6% | 0.66% | -11.0% |
| Q2 2023 | $664,772 | +0.3% | 19,336 | -0.5% | 0.74% | -1.9% |
| Q1 2023 | $663,044 | -6.4% | 19,427 | -9.6% | 0.75% | -10.1% |
| Q4 2022 | $708,574 | -21.4% | 21,498 | +0.1% | 0.84% | -6.9% |
| Q4 2021 | $902,000 | – | 21,483 | – | 0.90% | – |
Download | ||||||
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% |