SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 565 filers reported holding SPDR INDEX SHS FDS in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $434,639 | -56.8% | 11,538 | -58.5% | 0.27% | -49.7% |
| Q1 2024 | $1,006,979 | +95.7% | 27,824 | +91.4% | 0.54% | +69.9% |
| Q4 2023 | $514,663 | +5.6% | 14,534 | +0.1% | 0.32% | -4.8% |
| Q3 2023 | $487,324 | -0.5% | 14,517 | +1.9% | 0.33% | +2.8% |
| Q2 2023 | $489,745 | +0.0% | 14,245 | -0.7% | 0.32% | -0.9% |
| Q1 2023 | $489,528 | -1.0% | 14,343 | -4.4% | 0.33% | +24.9% |
| Q4 2022 | $494,501 | -25.4% | 15,003 | -29.7% | 0.26% | -41.1% |
| Q3 2022 | $663,000 | -10.5% | 21,346 | +0.1% | 0.44% | -6.7% |
| Q2 2022 | $741,000 | -8.0% | 21,319 | +2.4% | 0.48% | -5.0% |
| Q1 2022 | $805,000 | -5.2% | 20,825 | +1.8% | 0.50% | -26.1% |
| Q4 2021 | $849,000 | – | 20,450 | – | 0.68% | – |
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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% |