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 2023 | $209,968 | +0.0% | 6,152 | -3.4% | 0.07% | -18.4% |
| Q4 2022 | $209,922 | +3.4% | 6,369 | -2.7% | 0.09% | -15.5% |
| Q3 2022 | $203,000 | -12.1% | 6,548 | -1.8% | 0.10% | -9.6% |
| Q2 2022 | $231,000 | -11.2% | 6,668 | -1.1% | 0.11% | +23.9% |
| Q1 2022 | $260,000 | -9.4% | 6,742 | -2.8% | 0.09% | -7.1% |
| Q4 2021 | $287,000 | +0.3% | 6,939 | +2.8% | 0.10% | -16.1% |
| Q3 2021 | $286,000 | -12.3% | 6,748 | -6.1% | 0.12% | +7.3% |
| Q2 2021 | $326,000 | +11.3% | 7,184 | +7.1% | 0.11% | -1.8% |
| Q1 2021 | $293,000 | +8.5% | 6,705 | +4.4% | 0.11% | +15.5% |
| Q4 2020 | $270,000 | – | 6,422 | – | 0.10% | – |
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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% |