SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 337 filers reported holding SPDR INDEX SHS FDS in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $510,835 | -0.7% | 15,216 | +1.7% | 0.02% | +5.3% |
| Q2 2023 | $514,290 | +7.0% | 14,958 | +6.2% | 0.02% | 0.0% |
| Q1 2023 | $480,516 | +3.9% | 14,079 | +0.3% | 0.02% | -5.0% |
| Q4 2022 | $462,429 | +7.5% | 14,030 | +1.2% | 0.02% | -4.8% |
| Q3 2022 | $430,000 | -2.1% | 13,860 | +9.9% | 0.02% | +5.0% |
| Q2 2022 | $439,000 | -16.4% | 12,616 | -7.2% | 0.02% | +5.3% |
| Q1 2022 | $525,000 | -5.9% | 13,599 | +1.0% | 0.02% | +5.6% |
| Q4 2021 | $558,000 | -3.1% | 13,460 | -0.6% | 0.02% | -18.2% |
| Q3 2021 | $576,000 | -6.3% | 13,538 | +0.1% | 0.02% | -4.3% |
| Q2 2021 | $615,000 | +2.7% | 13,522 | -1.2% | 0.02% | -8.0% |
| Q1 2021 | $599,000 | +3.3% | 13,681 | -0.5% | 0.02% | -3.8% |
| Q4 2020 | $580,000 | +11.5% | 13,751 | -3.3% | 0.03% | -3.7% |
| Q3 2020 | $520,000 | +5.3% | 14,227 | -3.6% | 0.03% | -3.6% |
| Q2 2020 | $494,000 | +14.9% | 14,765 | -2.3% | 0.03% | -6.7% |
| Q1 2020 | $430,000 | -20.2% | 15,107 | +5.3% | 0.03% | -3.2% |
| Q4 2019 | $539,000 | +9.1% | 14,352 | -0.4% | 0.03% | -3.1% |
| Q3 2019 | $494,000 | -2.4% | 14,408 | +1.8% | 0.03% | -3.0% |
| Q2 2019 | $506,000 | +1.8% | 14,149 | +1.8% | 0.03% | -2.9% |
| Q1 2019 | $497,000 | +7.6% | 13,892 | -2.7% | 0.03% | -20.9% |
| Q4 2018 | $462,000 | – | 14,280 | – | 0.04% | – |
Download | ||||||
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% |