SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 41 filers reported holding SPDR INDEX SHS FDS in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,961,845 | -3.1% | 683,999 | -0.8% | 0.15% | +16.3% |
| Q2 2023 | $23,694,007 | +3.4% | 689,180 | +2.6% | 0.13% | +0.8% |
| Q1 2023 | $22,921,336 | +4.8% | 671,589 | +1.2% | 0.13% | +4.1% |
| Q4 2022 | $21,875,703 | +0.9% | 663,705 | -4.9% | 0.12% | -3.9% |
| Q3 2022 | $21,673,000 | -12.2% | 698,216 | -1.7% | 0.13% | -5.9% |
| Q2 2022 | $24,685,000 | -9.4% | 709,948 | +0.7% | 0.14% | +3.0% |
| Q1 2022 | $27,241,000 | -6.4% | 704,982 | +0.4% | 0.13% | -1.5% |
| Q4 2021 | $29,119,000 | +1.0% | 701,834 | +3.5% | 0.13% | -6.9% |
| Q3 2021 | $28,838,000 | -1.9% | 678,072 | +5.0% | 0.14% | -2.7% |
| Q2 2021 | $29,397,000 | +6.7% | 646,087 | +2.6% | 0.15% | -3.3% |
| Q1 2021 | $27,561,000 | -0.1% | 629,543 | -3.8% | 0.15% | -7.8% |
| Q4 2020 | $27,593,000 | +14.8% | 654,491 | -0.4% | 0.17% | +5.7% |
| Q3 2020 | $24,030,000 | +11.0% | 657,273 | +1.6% | 0.16% | 0.0% |
| Q2 2020 | $21,644,000 | +19.9% | 646,856 | +2.0% | 0.16% | +5.4% |
| Q1 2020 | $18,053,000 | -19.7% | 634,342 | +6.0% | 0.15% | +2.8% |
| Q4 2019 | $22,487,000 | +242.7% | 598,208 | +212.5% | 0.14% | +215.2% |
| Q3 2019 | $6,561,000 | +29.6% | 191,402 | +35.4% | 0.05% | +39.4% |
| Q2 2019 | $5,061,000 | +75.3% | 141,399 | +75.2% | 0.03% | +65.0% |
| Q1 2019 | $2,887,000 | +39.4% | 80,724 | +26.1% | 0.02% | +25.0% |
| Q4 2018 | $2,071,000 | +68.2% | 63,997 | +81.0% | 0.02% | +77.8% |
| Q3 2018 | $1,231,000 | -3.7% | 35,354 | -2.2% | 0.01% | -10.0% |
| Q2 2018 | $1,278,000 | -12.2% | 36,164 | -2.4% | 0.01% | -9.1% |
| Q1 2018 | $1,456,000 | -1.3% | 37,056 | -4.2% | 0.01% | -8.3% |
| Q4 2017 | $1,475,000 | -5.4% | 38,668 | +79.6% | 0.01% | -7.7% |
| Q3 2017 | $1,560,000 | +5.8% | 21,527 | -2.7% | 0.01% | 0.0% |
| Q2 2017 | $1,474,000 | -5.1% | 22,123 | -8.7% | 0.01% | -7.1% |
| Q1 2017 | $1,554,000 | +7.8% | 24,223 | -3.8% | 0.01% | 0.0% |
| Q4 2016 | $1,442,000 | -17.8% | 25,181 | -13.1% | 0.01% | -17.6% |
| Q3 2016 | $1,755,000 | +17.2% | 28,974 | +8.4% | 0.02% | +13.3% |
| Q2 2016 | $1,497,000 | +15.2% | 26,737 | +12.6% | 0.02% | +7.1% |
| Q1 2016 | $1,299,000 | +130.3% | 23,739 | +171.1% | 0.01% | +100.0% |
| Q2 2015 | $564,000 | +9.5% | 8,756 | +16.9% | 0.01% | +16.7% |
| Q1 2015 | $515,000 | +13.4% | 7,491 | +4.1% | 0.01% | -57.1% |
| Q3 2013 | $454,000 | -3.6% | 7,195 | -9.0% | 0.01% | +7.7% |
| Q2 2013 | $471,000 | – | 7,905 | – | 0.01% | – |
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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% |