SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 411 filers reported holding SPDR INDEX SHS FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,686,087 | +2.8% | 169,380 | +5.3% | 1.82% | +7.4% |
| Q2 2023 | $5,530,814 | +3.2% | 160,873 | +2.4% | 1.70% | +2.9% |
| Q1 2023 | $5,361,140 | +108888.4% | 157,080 | +5.2% | 1.65% | +4.4% |
| Q4 2022 | $4,919 | -99.9% | 149,255 | -10.6% | 1.58% | -9.7% |
| Q3 2022 | $5,180,000 | -14.5% | 166,873 | -4.2% | 1.75% | -7.5% |
| Q2 2022 | $6,055,000 | -12.6% | 174,140 | -2.8% | 1.89% | +1.8% |
| Q1 2022 | $6,926,000 | -4.0% | 179,238 | +3.1% | 1.86% | +3.0% |
| Q4 2021 | $7,211,000 | +4.0% | 173,789 | +6.6% | 1.80% | -0.4% |
| Q3 2021 | $6,933,000 | -2.4% | 163,007 | +4.4% | 1.81% | -1.1% |
| Q2 2021 | $7,105,000 | +11.2% | 156,163 | +7.0% | 1.83% | +3.3% |
| Q1 2021 | $6,390,000 | +14.4% | 145,966 | +10.1% | 1.77% | +8.6% |
| Q4 2020 | $5,587,000 | +47.7% | 132,523 | +28.1% | 1.63% | +28.7% |
| Q3 2020 | $3,783,000 | +75.1% | 103,463 | +60.2% | 1.27% | +58.1% |
| Q2 2020 | $2,161,000 | -59.4% | 64,584 | -65.5% | 0.80% | -66.2% |
| Q1 2020 | $5,325,000 | -44.3% | 187,092 | -26.4% | 2.37% | -21.0% |
| Q4 2019 | $9,560,000 | +1.0% | 254,325 | -7.9% | 3.00% | -3.8% |
| Q3 2019 | $9,469,000 | -2.3% | 276,236 | +2.1% | 3.12% | 0.0% |
| Q2 2019 | $9,688,000 | +8.9% | 270,681 | +8.8% | 3.12% | +6.4% |
| Q1 2019 | $8,899,000 | +22.1% | 248,844 | +10.4% | 2.94% | +13.6% |
| Q4 2018 | $7,291,000 | +5.6% | 225,316 | +13.7% | 2.58% | +17.5% |
| Q3 2018 | $6,903,000 | +13.5% | 198,186 | +15.1% | 2.20% | +7.8% |
| Q2 2018 | $6,084,000 | +1.6% | 172,144 | +12.9% | 2.04% | +1.9% |
| Q1 2018 | $5,990,000 | – | 152,412 | – | 2.00% | – |
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% |