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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $385,074 | +8.8% | 11,471 | +11.5% | 0.03% | +12.0% |
| Q2 2023 | $353,840 | +19.7% | 10,292 | +18.8% | 0.02% | +19.0% |
| Q1 2023 | $295,553 | +3.0% | 8,660 | +5.0% | 0.02% | -8.7% |
| Q2 2022 | $287,000 | -22.4% | 8,249 | -13.9% | 0.02% | -8.0% |
| Q1 2022 | $370,000 | +22.1% | 9,581 | +31.1% | 0.02% | +25.0% |
| Q4 2021 | $303,000 | -19.2% | 7,306 | -11.3% | 0.02% | -33.3% |
| Q2 2021 | $375,000 | -5.5% | 8,241 | -9.2% | 0.03% | -21.1% |
| Q1 2021 | $397,000 | -11.8% | 9,076 | -15.0% | 0.04% | -19.1% |
| Q4 2020 | $450,000 | +36.8% | 10,679 | +18.7% | 0.05% | +88.0% |
| Q3 2020 | $329,000 | -13.4% | 8,997 | -20.9% | 0.02% | -56.1% |
| Q2 2020 | $380,000 | +84.5% | 11,370 | +107.5% | 0.06% | +119.2% |
| Q4 2019 | $206,000 | – | 5,479 | – | 0.03% | – |
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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% |