SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 555 filers reported holding SPDR INDEX SHS FDS in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,592,157 | -1.8% | 107,005 | +0.5% | 0.05% | -5.3% |
| Q2 2023 | $3,658,891 | -5.9% | 106,425 | -6.6% | 0.06% | -20.8% |
| Q1 2023 | $3,887,511 | -22.3% | 113,903 | -25.0% | 0.07% | -41.0% |
| Q4 2022 | $5,003,521 | -37.9% | 151,806 | -41.5% | 0.12% | -51.4% |
| Q3 2022 | $8,055,000 | +95.9% | 259,512 | +119.5% | 0.25% | +100.8% |
| Q2 2022 | $4,112,000 | +31.5% | 118,254 | +46.1% | 0.12% | +22.5% |
| Q1 2022 | $3,128,000 | -4.5% | 80,959 | +2.6% | 0.10% | -3.8% |
| Q4 2021 | $3,275,000 | -6.6% | 78,933 | -4.3% | 0.11% | -17.2% |
| Q3 2021 | $3,508,000 | +11.9% | 82,483 | +19.8% | 0.13% | +1.6% |
| Q2 2021 | $3,134,000 | -1.8% | 68,870 | -5.5% | 0.13% | -26.3% |
| Q1 2021 | $3,191,000 | -1.8% | 72,895 | -5.4% | 0.17% | -9.5% |
| Q4 2020 | $3,249,000 | +11.9% | 77,063 | -3.0% | 0.19% | -5.0% |
| Q3 2020 | $2,904,000 | +6.9% | 79,438 | -2.2% | 0.20% | -3.4% |
| Q2 2020 | $2,717,000 | +10.7% | 81,213 | -5.8% | 0.21% | -11.6% |
| Q1 2020 | $2,454,000 | -24.4% | 86,216 | -0.2% | 0.23% | -41.5% |
| Q4 2019 | $3,246,000 | -28.7% | 86,349 | -35.0% | 0.40% | -37.0% |
| Q3 2019 | $4,551,000 | +1.4% | 132,763 | +5.9% | 0.63% | 0.0% |
| Q2 2019 | $4,489,000 | +22.1% | 125,420 | +22.0% | 0.63% | -8.4% |
| Q1 2019 | $3,676,000 | +18.8% | 102,786 | +7.5% | 0.69% | +6.5% |
| Q4 2018 | $3,095,000 | +1.9% | 95,653 | +9.7% | 0.65% | +18.9% |
| Q3 2018 | $3,036,000 | +10.2% | 87,171 | +11.9% | 0.54% | -7.3% |
| Q2 2018 | $2,754,000 | -0.8% | 77,926 | +10.3% | 0.59% | +0.5% |
| Q1 2018 | $2,776,000 | +75.8% | 70,632 | +70.6% | 0.58% | +76.2% |
| Q4 2017 | $1,579,000 | – | 41,398 | – | 0.33% | – |
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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% |