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 | $2,396,572 | +10.9% | 71,390 | +13.6% | 0.22% | +9.4% |
| Q2 2023 | $2,161,480 | +223.1% | 62,870 | +220.8% | 0.20% | +201.5% |
| Q1 2023 | $668,950 | +6.7% | 19,600 | +3.1% | 0.07% | 0.0% |
| Q4 2022 | $626,835 | +3.1% | 19,018 | -2.9% | 0.07% | -1.5% |
| Q3 2022 | $608,000 | -23.8% | 19,590 | -14.7% | 0.07% | -19.0% |
| Q2 2022 | $798,000 | -10.1% | 22,965 | -0.1% | 0.08% | +7.7% |
| Q1 2022 | $888,000 | -6.4% | 22,982 | +0.4% | 0.08% | +4.0% |
| Q4 2021 | $949,000 | -5.9% | 22,881 | -3.4% | 0.08% | -13.8% |
| Q3 2021 | $1,008,000 | -3.8% | 23,690 | +2.8% | 0.09% | -2.2% |
| Q2 2021 | $1,048,000 | +11.5% | 23,040 | +8.8% | 0.09% | +9.9% |
| Q1 2021 | $940,000 | +14.5% | 21,170 | +8.7% | 0.08% | +3.8% |
| Q4 2020 | $821,000 | +20.4% | 19,479 | +4.4% | 0.08% | +5.4% |
| Q3 2020 | $682,000 | – | 18,657 | – | 0.07% | – |
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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% |