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 | $718,727 | +11.6% | 19,080 | +7.2% | 0.26% | +8.3% |
| Q1 2024 | $644,110 | +30.9% | 17,798 | +28.1% | 0.24% | +20.4% |
| Q4 2023 | $492,093 | +1.9% | 13,897 | -3.4% | 0.20% | -9.0% |
| Q3 2023 | $483,061 | +25.1% | 14,390 | +28.1% | 0.22% | +24.9% |
| Q2 2023 | $386,076 | +31.3% | 11,230 | +25.9% | 0.18% | +21.2% |
| Q4 2022 | $294,102 | – | 8,923 | – | 0.15% | – |
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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% |