SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 409 filers reported holding SPDR INDEX SHS FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $2,326,000 | +22.8% | 69,519 | +4.5% | 0.14% | +0.7% |
| Q1 2020 | $1,894,000 | -42.0% | 66,536 | -23.4% | 0.14% | -24.3% |
| Q4 2019 | $3,267,000 | +11.8% | 86,901 | +1.9% | 0.19% | +2.2% |
| Q3 2019 | $2,922,000 | +1.3% | 85,247 | +5.8% | 0.18% | -4.1% |
| Q2 2019 | $2,884,000 | +5.8% | 80,574 | +5.7% | 0.19% | +14.2% |
| Q1 2019 | $2,726,000 | +18.9% | 76,239 | +7.6% | 0.17% | -0.6% |
| Q4 2018 | $2,293,000 | +67.7% | 70,867 | +80.5% | 0.17% | +75.3% |
| Q3 2018 | $1,367,000 | +5.3% | 39,258 | +6.9% | 0.10% | -2.0% |
| Q2 2018 | $1,298,000 | -99.9% | 36,734 | +6.1% | 0.10% | -12.4% |
| Q1 2018 | $1,360,370,000 | – | 34,615 | – | 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% |