SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 411 filers reported holding SPDR INDEX SHS FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $352,986 | -6.4% | 10,515 | -4.1% | 0.01% | 0.0% |
Q2 2023 | $376,940 | +9.6% | 10,964 | +8.8% | 0.01% | 0.0% |
Q1 2023 | $343,891 | +21.3% | 10,076 | +17.2% | 0.01% | +16.7% |
Q4 2022 | $283,388 | +28.2% | 8,598 | +20.5% | 0.01% | +20.0% |
Q3 2022 | $221,000 | -3.9% | 7,133 | +8.0% | 0.01% | 0.0% |
Q2 2022 | $230,000 | -7.3% | 6,606 | +2.7% | 0.01% | +25.0% |
Q1 2022 | $248,000 | -72.0% | 6,430 | -69.9% | 0.00% | -69.2% |
Q4 2021 | $885,000 | -24.8% | 21,340 | -22.9% | 0.01% | -27.8% |
Q3 2021 | $1,177,000 | +6.5% | 27,665 | +13.9% | 0.02% | +5.9% |
Q2 2021 | $1,105,000 | +4.7% | 24,296 | +0.9% | 0.02% | 0.0% |
Q1 2021 | $1,055,000 | +6.1% | 24,089 | +2.1% | 0.02% | -5.6% |
Q4 2020 | $994,000 | +16.3% | 23,586 | +0.9% | 0.02% | +5.9% |
Q3 2020 | $855,000 | +9.1% | 23,383 | -0.2% | 0.02% | 0.0% |
Q2 2020 | $784,000 | +1.4% | 23,440 | -13.7% | 0.02% | -19.0% |
Q1 2020 | $773,000 | -22.7% | 27,156 | +2.1% | 0.02% | 0.0% |
Q4 2019 | $1,000,000 | +17.2% | 26,604 | +6.9% | 0.02% | +10.5% |
Q3 2019 | $853,000 | -1.5% | 24,879 | +2.8% | 0.02% | -5.0% |
Q2 2019 | $866,000 | +15.9% | 24,205 | +15.9% | 0.02% | +11.1% |
Q1 2019 | $747,000 | +24.1% | 20,881 | +12.3% | 0.02% | +5.9% |
Q4 2018 | $602,000 | – | 18,600 | – | 0.02% | – |
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% |