SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 507 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,546,894 | -4.3% | 314,176 | -2.0% | 7.05% | +4.4% |
| Q2 2023 | $11,021,408 | +7.1% | 320,576 | +6.3% | 6.75% | +4.1% |
| Q1 2023 | $10,291,683 | +3.9% | 301,544 | +0.3% | 6.48% | -1.3% |
| Q4 2022 | $9,905,983 | +35.4% | 300,546 | +27.5% | 6.57% | +27.1% |
| Q3 2022 | $7,317,000 | +0.2% | 235,714 | +12.2% | 5.17% | +5.7% |
| Q2 2022 | $7,302,000 | -19.6% | 210,011 | -10.7% | 4.89% | -10.3% |
| Q1 2022 | $9,085,000 | +1.3% | 235,114 | +8.7% | 5.46% | +2.8% |
| Q4 2021 | $8,972,000 | +10.9% | 216,238 | +13.7% | 5.31% | +3.0% |
| Q3 2021 | $8,087,000 | +0.4% | 190,146 | +1.5% | 5.15% | +3.4% |
| Q2 2021 | $8,051,000 | -0.5% | 187,414 | +1.4% | 4.98% | -11.9% |
| Q1 2021 | $8,093,000 | +29.0% | 184,853 | +24.3% | 5.65% | +20.1% |
| Q4 2020 | $6,272,000 | +15.6% | 148,764 | +0.3% | 4.71% | +2.7% |
| Q3 2020 | $5,425,000 | +13.4% | 148,389 | +3.8% | 4.58% | +1.8% |
| Q2 2020 | $4,783,000 | +60.7% | 142,948 | +36.7% | 4.50% | +50.2% |
| Q1 2020 | $2,977,000 | -20.6% | 104,603 | +4.9% | 3.00% | +0.5% |
| Q4 2019 | $3,749,000 | +12.2% | 99,738 | +2.3% | 2.98% | -2.2% |
| Q3 2019 | $3,342,000 | -5.3% | 97,497 | -1.2% | 3.05% | -0.2% |
| Q2 2019 | $3,530,000 | +5.7% | 98,632 | +5.6% | 3.06% | +4.8% |
| Q1 2019 | $3,339,000 | +12.4% | 93,374 | +1.7% | 2.92% | +1.0% |
| Q4 2018 | $2,971,000 | -17.0% | 91,807 | -10.7% | 2.89% | +12.1% |
| Q3 2018 | $3,579,000 | -4.7% | 102,769 | -3.2% | 2.58% | -0.8% |
| Q2 2018 | $3,754,000 | +389.4% | 106,211 | +444.2% | 2.60% | +476.1% |
| Q1 2018 | $767,000 | – | 19,518 | – | 0.45% | – |
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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% |