SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 701 filers reported holding SPDR INDEX SHS FDS in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,473,828 | -2.6% | 145,310 | -6.4% | 0.07% | 0.0% |
| Q1 2024 | $5,619,221 | +7.5% | 155,270 | +5.2% | 0.07% | +9.7% |
| Q4 2023 | $5,225,808 | -26.5% | 147,580 | -30.3% | 0.06% | -38.6% |
| Q3 2023 | $7,106,534 | -28.2% | 211,693 | -26.4% | 0.10% | -22.3% |
| Q2 2023 | $9,895,148 | +31.9% | 287,817 | +30.9% | 0.13% | +17.1% |
| Q1 2023 | $7,503,412 | -48.9% | 219,848 | -50.6% | 0.11% | -48.8% |
| Q4 2022 | $14,681,043 | -28.8% | 445,420 | -32.9% | 0.22% | -21.1% |
| Q3 2022 | $20,608,000 | +56.1% | 663,927 | +74.8% | 0.28% | +56.2% |
| Q2 2022 | $13,204,000 | -32.6% | 379,746 | -25.1% | 0.18% | -16.2% |
| Q1 2022 | $19,602,000 | +24.8% | 507,301 | +34.0% | 0.21% | +147.1% |
| Q4 2021 | $15,706,000 | +20.8% | 378,537 | +23.8% | 0.08% | +21.4% |
| Q3 2021 | $13,006,000 | -29.4% | 305,816 | -24.4% | 0.07% | -32.0% |
| Q2 2021 | $18,410,000 | -5.2% | 404,623 | -8.7% | 0.10% | -24.8% |
| Q1 2021 | $19,410,000 | -0.7% | 443,345 | -4.4% | 0.14% | -2.1% |
| Q4 2020 | $19,555,000 | +21.6% | 463,827 | +5.5% | 0.14% | -33.6% |
| Q3 2020 | $16,076,000 | -25.7% | 439,718 | -32.0% | 0.21% | -24.9% |
| Q2 2020 | $21,644,000 | +17.9% | 646,861 | +0.3% | 0.28% | +33.8% |
| Q1 2020 | $18,352,000 | -27.3% | 644,848 | -4.0% | 0.21% | -9.9% |
| Q4 2019 | $25,238,000 | +84.7% | 671,406 | +69.0% | 0.23% | +75.2% |
| Q3 2019 | $13,663,000 | -22.8% | 397,179 | -19.7% | 0.13% | -26.1% |
| Q2 2019 | $17,692,000 | -1.1% | 494,349 | -1.5% | 0.18% | -10.9% |
| Q1 2019 | $17,882,000 | +117.0% | 501,930 | +97.8% | 0.20% | +94.2% |
| Q4 2018 | $8,239,000 | +11.4% | 253,820 | +19.5% | 0.10% | +23.8% |
| Q3 2018 | $7,399,000 | -7.3% | 212,440 | -6.5% | 0.08% | -9.7% |
| Q2 2018 | $7,983,000 | -15.7% | 227,310 | -5.7% | 0.09% | -16.2% |
| Q1 2018 | $9,469,000 | – | 240,940 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNamara Financial Services, Inc. | 1,469,729 | $53,733,000 | 18.18% |
| HighMark Wealth Management LLC | 260,294 | $9,516,000 | 8.57% |
| Advisory Alpha, LLC | 879,859 | $32,836,000 | 7.05% |
| Financial Strategies Group, Inc. | 262,102 | $9,582,000 | 6.45% |
| Global Strategic Investment Solutions, LLC | 668,174 | $24,428,000 | 6.20% |
| Blueprint Investment Partners LLC | 181,457 | $7,650,000 | 6.04% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 191,885 | $7,015,000 | 4.86% |
| ERn Financial, LLC | 279,339 | $10,213,000 | 4.78% |
| Sterneck Capital Management, LLC | 148,389 | $5,425,000 | 4.58% |
| CAPITAL WEALTH MANAGEMENT, LLC | 123,809 | $4,526,000 | 4.56% |