Creative Planning - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 411 filers reported holding SPDR INDEX SHS FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Creative Planning ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$837,455,345
+2.0%
24,946,540
+4.5%
1.12%
+2.2%
Q2 2023$820,743,566
+3.7%
23,873,995
+2.9%
1.09%
-4.1%
Q1 2023$791,628,420
+3.6%
23,195,762
+0.1%
1.14%
-0.8%
Q4 2022$763,786,626
+10.5%
23,173,138
+4.1%
1.15%
-3.8%
Q3 2022$691,101,000
-5.7%
22,264,858
+5.6%
1.20%
-1.1%
Q2 2022$733,048,000
+7.1%
21,082,776
+19.1%
1.21%
+14.0%
Q1 2022$684,227,000
-1.8%
17,707,723
+5.4%
1.06%
-5.4%
Q4 2021$696,911,000
+11.6%
16,797,085
+14.4%
1.12%
+1.2%
Q3 2021$624,226,000
+7.6%
14,677,307
+15.2%
1.11%
+7.5%
Q2 2021$579,926,000
+7.3%
12,745,619
+3.3%
1.03%
-5.3%
Q1 2021$540,226,000
+7.5%
12,339,553
+3.5%
1.09%
-1.6%
Q4 2020$502,553,000
+13.2%
11,920,150
-1.8%
1.11%
-4.6%
Q3 2020$443,888,000
+6.9%
12,141,363
-2.2%
1.16%
-3.6%
Q2 2020$415,335,000
+36.0%
12,412,878
+15.7%
1.20%
+11.0%
Q1 2020$305,325,000
+561.3%
10,728,209
+773.4%
1.08%
+679.1%
Q4 2019$46,172,000
+17.3%
1,228,292
+6.9%
0.14%
+8.6%
Q3 2019$39,377,000
+21.6%
1,148,675
+27.0%
0.13%
+17.4%
Q2 2019$32,379,000
+62.5%
904,707
+62.4%
0.11%
+51.4%
Q1 2019$19,921,000
+47.7%
557,066
+33.6%
0.07%
+30.9%
Q4 2018$13,492,000
+33.3%
416,938
+43.4%
0.06%
+44.7%
Q3 2018$10,123,000
+64.1%
290,652
+66.5%
0.04%
+58.3%
Q2 2018$6,170,000174,592
+2909766.7%
0.02%
Q1 2017$0
-100.0%
6
-97.9%
0.00%
Q4 2016$17,000
+112.5%
292
+117.9%
0.00%
Q3 2016$8,000
-81.0%
134
-82.3%
0.00%
Q2 2016$42,000
-59.2%
759
-59.6%
0.00%
-100.0%
Q1 2016$103,0000.0%1,877
-4.8%
0.00%0.0%
Q4 2015$103,000
-20.8%
1,972
-20.2%
0.00%0.0%
Q3 2015$130,000
-16.7%
2,472
+2.1%
0.00%0.0%
Q1 2015$156,000
+2.6%
2,4220.0%0.00%
-50.0%
Q4 2014$152,000
-5.6%
2,4220.0%0.00%0.0%
Q3 2014$161,000
-1.8%
2,4220.0%0.00%0.0%
Q2 2014$164,000
+7.2%
2,4220.0%0.00%0.0%
Q1 2014$153,000
-2.5%
2,4220.0%0.00%
-33.3%
Q4 2013$157,000
+2.6%
2,4220.0%0.00%0.0%
Q3 2013$153,000
+6.2%
2,4220.0%0.00%0.0%
Q2 2013$144,0002,4220.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2019
NameSharesValueWeighting ↓
WALLER FINANCIAL PLANNING GROUP, INC 476,355$16,867,7364.43%
CGN Advisors LLC 482,787$17,095,5052.37%
Boltwood Capital Management 107,568$3,808,9831.26%
ST GERMAIN D J CO INC 666,062$23,585,2551.23%
Stonehearth Capital Management, LLC 37,113$1,314,1710.65%
Boston Standard Wealth Management, LLC 65,163$2,188,0000.58%
Valued Wealth Advisors LLC 17,272$579,8070.54%
CATALYST PRIVATE WEALTH, LLC 16,493$584,0270.27%
Pacifica Partners Inc. 12,487$431,4330.21%
Pure Financial Advisors, LLC 137,297$4,861,6830.17%
View complete list of SPDR INDEX SHS FDS shareholders