SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 18 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $18,950,000 | +13.4% | 564,477 | +16.2% | 0.01% | +25.0% |
Q2 2023 | $16,705,000 | +23.3% | 485,894 | +22.4% | 0.00% | 0.0% |
Q1 2023 | $13,549,000 | +23.6% | 396,956 | +19.4% | 0.00% | +33.3% |
Q4 2022 | $10,962,000 | +50.4% | 332,589 | +41.7% | 0.00% | +50.0% |
Q3 2022 | $7,287,000 | +12.8% | 234,740 | +26.4% | 0.00% | 0.0% |
Q2 2022 | $6,459,000 | -4.0% | 185,759 | +6.7% | 0.00% | 0.0% |
Q1 2022 | $6,726,000 | +16.3% | 174,082 | +24.9% | 0.00% | +100.0% |
Q4 2021 | $5,785,000 | -79.4% | 139,423 | -78.9% | 0.00% | -85.7% |
Q3 2021 | $28,077,000 | +161.2% | 660,168 | +179.5% | 0.01% | +133.3% |
Q2 2021 | $10,748,000 | +90.2% | 236,226 | +83.0% | 0.00% | +50.0% |
Q1 2021 | $5,650,000 | +72.7% | 129,065 | +66.3% | 0.00% | +100.0% |
Q4 2020 | $3,271,000 | -24.5% | 77,599 | -34.5% | 0.00% | -50.0% |
Q3 2020 | $4,330,000 | +53.1% | 118,496 | +40.2% | 0.00% | +100.0% |
Q2 2020 | $2,829,000 | -22.5% | 84,545 | -34.1% | 0.00% | -50.0% |
Q1 2020 | $3,648,000 | -28.3% | 128,201 | -5.3% | 0.00% | 0.0% |
Q4 2019 | $5,090,000 | -59.4% | 135,412 | -63.0% | 0.00% | -60.0% |
Q3 2019 | $12,544,000 | +170.4% | 365,937 | +182.4% | 0.01% | +150.0% |
Q2 2019 | $4,639,000 | +9.2% | 129,596 | +9.1% | 0.00% | 0.0% |
Q1 2019 | $4,248,000 | +43.9% | 118,788 | +30.3% | 0.00% | +100.0% |
Q4 2018 | $2,952,000 | -0.9% | 91,198 | +6.6% | 0.00% | 0.0% |
Q3 2018 | $2,980,000 | -3.0% | 85,571 | -1.6% | 0.00% | 0.0% |
Q2 2018 | $3,073,000 | -6.9% | 86,953 | +3.5% | 0.00% | 0.0% |
Q1 2018 | $3,301,000 | -1.5% | 84,019 | -4.4% | 0.00% | 0.0% |
Q4 2017 | $3,351,000 | +15.7% | 87,854 | +119.8% | 0.00% | 0.0% |
Q3 2017 | $2,897,000 | +3.1% | 39,978 | -5.2% | 0.00% | 0.0% |
Q2 2017 | $2,810,000 | +19.2% | 42,181 | +14.8% | 0.00% | 0.0% |
Q1 2017 | $2,357,000 | +91.3% | 36,744 | +70.9% | 0.00% | 0.0% |
Q4 2016 | $1,232,000 | +28.2% | 21,501 | +35.6% | 0.00% | 0.0% |
Q3 2016 | $961,000 | +28.1% | 15,861 | +17.5% | 0.00% | – |
Q2 2016 | $750,000 | +0.1% | 13,497 | -1.3% | 0.00% | – |
Q1 2016 | $749,000 | +0.9% | 13,677 | -3.9% | 0.00% | – |
Q4 2015 | $742,000 | -7.7% | 14,231 | -7.3% | 0.00% | -100.0% |
Q3 2015 | $804,000 | -18.0% | 15,345 | +0.9% | 0.00% | 0.0% |
Q2 2015 | $980,000 | -34.4% | 15,208 | -34.7% | 0.00% | 0.0% |
Q1 2015 | $1,495,000 | +60.1% | 23,280 | +56.7% | 0.00% | 0.0% |
Q4 2014 | $934,000 | +11.3% | 14,855 | +17.7% | 0.00% | 0.0% |
Q3 2014 | $839,000 | -73.9% | 12,622 | -73.4% | 0.00% | -50.0% |
Q2 2014 | $3,211,000 | -33.9% | 47,480 | -38.0% | 0.00% | -50.0% |
Q1 2014 | $4,855,000 | +60.6% | 76,601 | +63.9% | 0.00% | +100.0% |
Q4 2013 | $3,023,000 | +280.7% | 46,746 | +271.8% | 0.00% | +100.0% |
Q3 2013 | $794,000 | +4.7% | 12,572 | -1.1% | 0.00% | 0.0% |
Q2 2013 | $758,000 | – | 12,714 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
WALLER FINANCIAL PLANNING GROUP, INC | 476,355 | $16,867,736 | 4.43% |
CGN Advisors LLC | 482,787 | $17,095,505 | 2.37% |
Boltwood Capital Management | 107,568 | $3,808,983 | 1.26% |
ST GERMAIN D J CO INC | 666,062 | $23,585,255 | 1.23% |
Stonehearth Capital Management, LLC | 37,113 | $1,314,171 | 0.65% |
Boston Standard Wealth Management, LLC | 65,163 | $2,188,000 | 0.58% |
Valued Wealth Advisors LLC | 17,272 | $579,807 | 0.54% |
CATALYST PRIVATE WEALTH, LLC | 16,493 | $584,027 | 0.27% |
Pacifica Partners Inc. | 12,487 | $431,433 | 0.21% |
Pure Financial Advisors, LLC | 137,297 | $4,861,683 | 0.17% |