SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 18 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $519,762 | -8.3% | 15,483 | -42.3% | 0.01% | 0.0% |
| Q2 2023 | $567,096 | +0.7% | 26,827 | -21.3% | 0.01% | -20.0% |
| Q1 2023 | $563,025 | +58.8% | 34,102 | +217.0% | 0.01% | +66.7% |
| Q4 2022 | $354,562 | -61.3% | 10,757 | -59.2% | 0.01% | -71.4% |
| Q2 2022 | $917,000 | -35.3% | 26,372 | -28.1% | 0.02% | -32.3% |
| Q1 2022 | $1,417,000 | -12.2% | 36,673 | -5.7% | 0.03% | -18.4% |
| Q4 2021 | $1,613,000 | -19.4% | 38,884 | -17.4% | 0.04% | -30.9% |
| Q3 2021 | $2,002,000 | -30.0% | 47,076 | -25.0% | 0.06% | -30.4% |
| Q2 2021 | $2,858,000 | -27.0% | 62,809 | -29.8% | 0.08% | -36.3% |
| Q1 2021 | $3,916,000 | +751.3% | 89,447 | +719.0% | 0.12% | +675.0% |
| Q4 2020 | $460,000 | +15.3% | 10,922 | +0.2% | 0.02% | -5.9% |
| Q3 2020 | $399,000 | +8.1% | 10,902 | -1.2% | 0.02% | +6.2% |
| Q2 2020 | $369,000 | +7.6% | 11,029 | -8.5% | 0.02% | -5.9% |
| Q1 2020 | $343,000 | -77.5% | 12,054 | -70.3% | 0.02% | -73.0% |
| Q4 2019 | $1,526,000 | – | 40,588 | – | 0.06% | – |
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% |