SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 555 filers reported holding SPDR INDEX SHS FDS in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,959,867 | +1.7% | 147,747 | +4.2% | 0.64% | -0.2% |
| Q2 2023 | $4,874,981 | +40.9% | 141,797 | +39.9% | 0.64% | +29.1% |
| Q1 2023 | $3,459,246 | +142.0% | 101,355 | +133.7% | 0.50% | +121.8% |
| Q4 2022 | $1,429,277 | -12.5% | 43,364 | -17.6% | 0.22% | -22.1% |
| Q3 2022 | $1,634,000 | -11.9% | 52,636 | -1.4% | 0.29% | -20.4% |
| Q2 2022 | $1,855,000 | -54.0% | 53,358 | -48.9% | 0.36% | -49.2% |
| Q1 2022 | $4,036,000 | +804.9% | 104,444 | +965.3% | 0.72% | +703.4% |
| Q2 2021 | $446,000 | -10.1% | 9,804 | -13.4% | 0.09% | -21.9% |
| Q1 2021 | $496,000 | -91.8% | 11,327 | -92.1% | 0.11% | -92.1% |
| Q4 2020 | $6,057,000 | +11.6% | 143,675 | -3.2% | 1.45% | -16.1% |
| Q3 2020 | $5,429,000 | +12.0% | 148,484 | +2.5% | 1.73% | +10.2% |
| Q2 2020 | $4,846,000 | +28.3% | 144,818 | +9.1% | 1.57% | +11.7% |
| Q1 2020 | $3,777,000 | -44.2% | 132,700 | -26.2% | 1.40% | -38.6% |
| Q4 2019 | $6,763,000 | +10.4% | 179,917 | +5.0% | 2.29% | +17.8% |
| Q1 2019 | $6,128,000 | -11.0% | 171,362 | -19.5% | 1.94% | -22.2% |
| Q4 2018 | $6,889,000 | +48.9% | 212,901 | +62.6% | 2.50% | +75.4% |
| Q2 2018 | $4,626,000 | +1.5% | 130,898 | +12.9% | 1.42% | -3.4% |
| Q1 2018 | $4,558,000 | – | 115,974 | – | 1.47% | – |
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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% |