SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 614 filers reported holding SPDR INDEX SHS FDS in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,202,393 | +0.4% | 184,760 | +2.8% | 0.18% | +16.4% |
| Q2 2023 | $6,176,711 | +0.7% | 179,660 | 0.0% | 0.16% | -2.5% |
| Q1 2023 | $6,131,796 | +14.0% | 179,660 | +10.1% | 0.16% | +8.7% |
| Q4 2022 | $5,379,402 | +6.2% | 163,210 | 0.0% | 0.15% | -0.7% |
| Q3 2022 | $5,066,000 | +1.2% | 163,210 | +13.3% | 0.15% | +25.8% |
| Q2 2022 | $5,008,000 | -11.5% | 144,045 | -1.6% | 0.12% | +9.1% |
| Q1 2022 | $5,656,000 | -6.9% | 146,365 | 0.0% | 0.11% | -1.8% |
| Q4 2021 | $6,073,000 | +6.9% | 146,365 | +9.6% | 0.11% | -4.3% |
| Q3 2021 | $5,682,000 | -6.5% | 133,590 | 0.0% | 0.12% | -4.9% |
| Q2 2021 | $6,078,000 | +11.2% | 133,590 | +7.0% | 0.12% | +3.4% |
| Q1 2021 | $5,465,000 | -11.7% | 124,840 | -15.0% | 0.12% | -15.0% |
| Q4 2020 | $6,192,000 | +15.3% | 146,880 | 0.0% | 0.14% | +7.7% |
| Q3 2020 | $5,370,000 | +27.6% | 146,880 | +16.7% | 0.13% | +20.4% |
| Q2 2020 | $4,210,000 | +17.6% | 125,835 | 0.0% | 0.11% | +6.9% |
| Q1 2020 | $3,581,000 | -24.3% | 125,835 | 0.0% | 0.10% | -2.9% |
| Q4 2019 | $4,730,000 | +9.6% | 125,835 | 0.0% | 0.10% | +5.1% |
| Q3 2019 | $4,314,000 | -4.2% | 125,835 | 0.0% | 0.10% | -4.8% |
| Q2 2019 | $4,504,000 | +0.1% | 125,835 | 0.0% | 0.10% | -2.8% |
| Q1 2019 | $4,500,000 | +10.5% | 125,835 | 0.0% | 0.11% | -1.8% |
| Q4 2018 | $4,072,000 | – | 125,835 | – | 0.11% | – |
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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% |