SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 310 filers reported holding SPDR INDEX SHS FDS in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12 | 0.0% | 362 | 0.0% | 0.00% | – |
| Q2 2023 | $12 | 0.0% | 362 | 0.0% | 0.00% | – |
| Q1 2023 | $12 | 0.0% | 362 | 0.0% | 0.00% | – |
| Q4 2022 | $12 | -100.0% | 362 | -89.2% | 0.00% | – |
| Q3 2022 | $104,000 | -11.1% | 3,362 | 0.0% | 0.00% | – |
| Q2 2022 | $117,000 | -10.0% | 3,362 | -0.3% | 0.00% | – |
| Q1 2022 | $130,000 | +712.5% | 3,372 | +749.4% | 0.00% | – |
| Q4 2021 | $16,000 | -23.8% | 397 | -20.9% | 0.00% | – |
| Q3 2021 | $21,000 | -8.7% | 502 | 0.0% | 0.00% | – |
| Q2 2021 | $23,000 | +4.5% | 502 | 0.0% | 0.00% | – |
| Q1 2021 | $22,000 | +10.0% | 502 | +6.4% | 0.00% | – |
| Q4 2020 | $20,000 | -33.3% | 472 | -41.4% | 0.00% | – |
| Q3 2020 | $30,000 | +50.0% | 806 | +38.3% | 0.00% | – |
| Q2 2020 | $20,000 | -16.7% | 583 | -30.0% | 0.00% | – |
| Q1 2020 | $24,000 | -67.1% | 833 | -57.3% | 0.00% | – |
| Q4 2019 | $73,000 | +4.3% | 1,952 | -5.4% | 0.00% | – |
| Q3 2019 | $70,000 | 0.0% | 2,064 | +5.4% | 0.00% | – |
| Q2 2019 | $70,000 | +233.3% | 1,959 | +229.2% | 0.00% | – |
| Q1 2019 | $21,000 | +23.5% | 595 | +11.0% | 0.00% | – |
| Q4 2018 | $17,000 | -15.0% | 536 | -8.8% | 0.00% | – |
| Q3 2018 | $20,000 | -95.2% | 588 | -91.0% | 0.00% | -100.0% |
| Q3 2013 | $414,000 | +5.9% | 6,558 | 0.0% | 0.00% | -25.0% |
| Q2 2013 | $391,000 | – | 6,558 | – | 0.00% | – |
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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% |