SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 614 filers reported holding SPDR INDEX SHS FDS in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $910,296 | -80.5% | 27,116 | -80.0% | 0.08% | -84.1% |
| Q2 2023 | $4,656,838 | +1.2% | 135,452 | +0.4% | 0.53% | -35.5% |
| Q1 2023 | $4,603,285 | +6.6% | 134,875 | +3.0% | 0.82% | +43.2% |
| Q4 2022 | $4,317,365 | +20.8% | 130,988 | +13.8% | 0.57% | +30.9% |
| Q3 2022 | $3,573,000 | -9.0% | 115,094 | +2.0% | 0.44% | -7.0% |
| Q2 2022 | $3,925,000 | +2.1% | 112,878 | +13.5% | 0.47% | +0.6% |
| Q1 2022 | $3,843,000 | -14.7% | 99,452 | -8.4% | 0.47% | -49.3% |
| Q4 2021 | $4,504,000 | – | 108,568 | – | 0.92% | – |
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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% |