SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 520 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $91,000 | +54.2% | 2,074 | 0.0% | 0.01% | +12.5% |
| Q1 2020 | $59,000 | -24.4% | 2,074 | 0.0% | 0.01% | -11.1% |
| Q4 2019 | $78,000 | +9.9% | 2,074 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $71,000 | -4.1% | 2,074 | 0.0% | 0.01% | -10.0% |
| Q2 2019 | $74,000 | 0.0% | 2,074 | 0.0% | 0.01% | -9.1% |
| Q1 2019 | $74,000 | +10.4% | 2,074 | 0.0% | 0.01% | +10.0% |
| Q4 2018 | $67,000 | -6.9% | 2,074 | 0.0% | 0.01% | +25.0% |
| Q3 2018 | $72,000 | -1.4% | 2,074 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $73,000 | -11.0% | 2,074 | 0.0% | 0.01% | -11.1% |
| Q1 2018 | $82,000 | +3.8% | 2,074 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $79,000 | +5.3% | 2,074 | +100.0% | 0.01% | +12.5% |
| Q3 2017 | $75,000 | +8.7% | 1,037 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $69,000 | +3.0% | 1,037 | 0.0% | 0.01% | +14.3% |
| Q1 2017 | $67,000 | +13.6% | 1,037 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $59,000 | -6.3% | 1,037 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $63,000 | +8.6% | 1,037 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $58,000 | +1.8% | 1,037 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $57,000 | +5.6% | 1,037 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $54,000 | +134.8% | 1,037 | +138.4% | 0.01% | +133.3% |
| Q3 2015 | $23,000 | -17.9% | 435 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $28,000 | 0.0% | 435 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $28,000 | +3.7% | 435 | 0.0% | 0.00% | -25.0% |
| Q4 2014 | $27,000 | -6.9% | 435 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $29,000 | 0.0% | 435 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $29,000 | +3.6% | 435 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $28,000 | – | 435 | – | 0.00% | – |
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% |