SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 195 filers reported holding SPDR INDEX SHS FDS in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,802,975 | -7.5% | 53,772 | -5.9% | 0.03% | +81.2% |
| Q2 2023 | $1,950,137 | +6.0% | 57,172 | +6.4% | 0.02% | -50.0% |
| Q1 2023 | $1,838,904 | +3.8% | 53,722 | +1.2% | 0.03% | +6.7% |
| Q4 2022 | $1,771,149 | +7.8% | 53,092 | +0.3% | 0.03% | +3.4% |
| Q3 2022 | $1,643,000 | -8.5% | 52,942 | +2.5% | 0.03% | -6.5% |
| Q2 2022 | $1,796,000 | -14.0% | 51,642 | -4.4% | 0.03% | 0.0% |
| Q1 2022 | $2,088,000 | -7.0% | 54,042 | +0.3% | 0.03% | -16.2% |
| Q4 2021 | $2,244,000 | +8.8% | 53,892 | +11.2% | 0.04% | +8.8% |
| Q3 2021 | $2,062,000 | -49.7% | 48,472 | -46.2% | 0.03% | -34.6% |
| Q2 2021 | $4,100,000 | +115.6% | 90,104 | +107.4% | 0.05% | -1.9% |
| Q1 2021 | $1,902,000 | -0.3% | 43,452 | -3.8% | 0.05% | -29.3% |
| Q4 2020 | $1,907,000 | +10.0% | 45,172 | -4.7% | 0.08% | -12.8% |
| Q3 2020 | $1,733,000 | +5.9% | 47,405 | -3.1% | 0.09% | -12.2% |
| Q2 2020 | $1,637,000 | +15.5% | 48,932 | -1.7% | 0.10% | -7.5% |
| Q1 2020 | $1,417,000 | -27.1% | 49,786 | -3.9% | 0.11% | -24.8% |
| Q4 2019 | $1,943,000 | +5.5% | 51,788 | -2.4% | 0.14% | +6.8% |
| Q3 2019 | $1,842,000 | -1.1% | 53,074 | +1.8% | 0.13% | +6.5% |
| Q2 2019 | $1,863,000 | +8.6% | 52,120 | +7.4% | 0.12% | +29.2% |
| Q1 2019 | $1,716,000 | +7.2% | 48,526 | -2.4% | 0.10% | -3.0% |
| Q4 2018 | $1,600,000 | -30.2% | 49,723 | -24.0% | 0.10% | -11.6% |
| Q3 2018 | $2,291,000 | +8.8% | 65,444 | +7.7% | 0.11% | +19.1% |
| Q2 2018 | $2,106,000 | -2.3% | 60,789 | +10.8% | 0.09% | -14.5% |
| Q1 2018 | $2,156,000 | – | 54,868 | – | 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% |