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 | ||||
---|---|---|---|---|---|---|
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% | – |
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% |