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 | $227,201 | -2.4% | 6,770 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $232,752 | +0.7% | 6,770 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $231,059 | +3.6% | 6,770 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $223,071 | +6.2% | 6,770 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $210,000 | -10.6% | 6,770 | 0.0% | 0.00% | -20.0% |
| Q2 2022 | $235,000 | -10.3% | 6,770 | 0.0% | 0.01% | +25.0% |
| Q1 2022 | $262,000 | -6.8% | 6,770 | 0.0% | 0.00% | -20.0% |
| Q4 2021 | $281,000 | -2.4% | 6,770 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $288,000 | -6.5% | 6,770 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $308,000 | +4.1% | 6,770 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $296,000 | +3.9% | 6,770 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $285,000 | +14.9% | 6,770 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $248,000 | +9.7% | 6,770 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $226,000 | +17.1% | 6,770 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $193,000 | -24.0% | 6,770 | 0.0% | 0.01% | -14.3% |
| Q4 2019 | $254,000 | +9.5% | 6,770 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $232,000 | -4.1% | 6,770 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $242,000 | 0.0% | 6,770 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $242,000 | +10.5% | 6,770 | 0.0% | 0.01% | -12.5% |
| Q4 2018 | $219,000 | -9.1% | 6,770 | -2.2% | 0.01% | 0.0% |
| Q3 2018 | $241,000 | -1.6% | 6,920 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $245,000 | -9.9% | 6,920 | 0.0% | 0.01% | -11.1% |
| Q1 2018 | $272,000 | +3.0% | 6,920 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $264,000 | +5.2% | 6,920 | +100.0% | 0.01% | 0.0% |
| Q3 2017 | $251,000 | +9.1% | 3,460 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $230,000 | +3.6% | 3,460 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $222,000 | +12.1% | 3,460 | 0.0% | 0.01% | +12.5% |
| Q4 2016 | $198,000 | -5.7% | 3,460 | 0.0% | 0.01% | -11.1% |
| Q3 2016 | $210,000 | +9.4% | 3,460 | 0.0% | 0.01% | +12.5% |
| Q2 2016 | $192,000 | +1.6% | 3,460 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $189,000 | -19.9% | 3,460 | -23.8% | 0.01% | -27.3% |
| Q4 2015 | $236,000 | -27.4% | 4,540 | -26.7% | 0.01% | -31.2% |
| Q3 2015 | $325,000 | -18.5% | 6,195 | 0.0% | 0.02% | -11.1% |
| Q2 2015 | $399,000 | +0.3% | 6,195 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $398,000 | +2.3% | 6,195 | 0.0% | 0.02% | 0.0% |
| Q4 2014 | $389,000 | -5.6% | 6,195 | 0.0% | 0.02% | -10.0% |
| Q3 2014 | $412,000 | -2.4% | 6,195 | -0.8% | 0.02% | -4.8% |
| Q2 2014 | $422,000 | +6.6% | 6,245 | 0.0% | 0.02% | +5.0% |
| Q1 2014 | $396,000 | -2.0% | 6,245 | 0.0% | 0.02% | -4.8% |
| Q4 2013 | $404,000 | +2.5% | 6,245 | 0.0% | 0.02% | 0.0% |
| Q3 2013 | $394,000 | +5.9% | 6,245 | 0.0% | 0.02% | 0.0% |
| Q2 2013 | $372,000 | – | 6,245 | – | 0.02% | – |
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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% |