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 | $10,244,288 | -3.1% | 305,162 | -0.8% | 0.15% | -3.3% |
| Q2 2023 | $10,572,159 | +29.2% | 307,509 | +28.3% | 0.15% | +16.0% |
| Q1 2023 | $8,182,121 | +289.0% | 239,734 | +275.7% | 0.13% | +254.1% |
| Q4 2022 | $2,103,441 | -2.9% | 63,818 | -8.5% | 0.04% | -11.9% |
| Q3 2022 | $2,166,000 | -9.4% | 69,770 | +1.4% | 0.04% | -8.7% |
| Q2 2022 | $2,391,000 | +98.9% | 68,775 | +121.0% | 0.05% | +130.0% |
| Q1 2022 | $1,202,000 | -27.6% | 31,118 | -22.3% | 0.02% | -23.1% |
| Q4 2021 | $1,661,000 | +31.6% | 40,029 | +34.9% | 0.03% | +18.2% |
| Q3 2021 | $1,262,000 | -1.1% | 29,681 | +5.8% | 0.02% | 0.0% |
| Q2 2021 | $1,276,000 | +151.2% | 28,043 | +141.7% | 0.02% | +100.0% |
| Q1 2021 | $508,000 | +28.6% | 11,602 | +7.3% | 0.01% | +10.0% |
| Q3 2020 | $395,000 | +10.0% | 10,808 | +0.7% | 0.01% | 0.0% |
| Q2 2020 | $359,000 | +20.9% | 10,728 | +2.9% | 0.01% | -9.1% |
| Q1 2020 | $297,000 | -29.6% | 10,427 | -7.2% | 0.01% | -8.3% |
| Q4 2019 | $422,000 | – | 11,230 | – | 0.01% | – |
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% |