SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 609 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $483,628 | +1.2% | 14,407 | +3.7% | 0.01% | 0.0% |
| Q2 2023 | $477,716 | -5.9% | 13,895 | -6.6% | 0.01% | -16.7% |
| Q1 2023 | $507,763 | +33.1% | 14,877 | +28.5% | 0.01% | +20.0% |
| Q4 2022 | $381,436 | -7.4% | 11,573 | -12.9% | 0.01% | -16.7% |
| Q3 2022 | $412,000 | -0.5% | 13,280 | +11.5% | 0.01% | 0.0% |
| Q2 2022 | $414,000 | -17.4% | 11,915 | -8.0% | 0.01% | -14.3% |
| Q1 2022 | $501,000 | -19.1% | 12,955 | -13.1% | 0.01% | -22.2% |
| Q4 2021 | $619,000 | +8.4% | 14,911 | +10.9% | 0.01% | -10.0% |
| Q3 2021 | $571,000 | -21.6% | 13,448 | -16.0% | 0.01% | -23.1% |
| Q2 2021 | $728,000 | -9.8% | 16,008 | -13.2% | 0.01% | -23.5% |
| Q1 2021 | $807,000 | -3.6% | 18,439 | -6.9% | 0.02% | -15.0% |
| Q4 2020 | $837,000 | -4.0% | 19,797 | -17.1% | 0.02% | +42.9% |
| Q3 2020 | $872,000 | +36.9% | 23,868 | +26.0% | 0.01% | -22.2% |
| Q2 2020 | $637,000 | +55.4% | 18,944 | +30.4% | 0.02% | +50.0% |
| Q1 2020 | $410,000 | -66.9% | 14,531 | -56.0% | 0.01% | -58.6% |
| Q4 2019 | $1,239,000 | +35.1% | 33,001 | +23.2% | 0.03% | -21.6% |
| Q3 2019 | $917,000 | +140.1% | 26,787 | +150.8% | 0.04% | +117.6% |
| Q2 2019 | $382,000 | +24.4% | 10,679 | +24.3% | 0.02% | +6.2% |
| Q1 2019 | $307,000 | – | 8,590 | – | 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% |