SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 609 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $340,843 | +6.2% | 9,705 | +2.4% | 0.02% | -5.3% |
| Q1 2023 | $321,024 | -2.5% | 9,481 | +0.4% | 0.02% | -5.0% |
| Q4 2022 | $329,334 | +33.3% | 9,442 | +21.8% | 0.02% | +11.1% |
| Q3 2022 | $247,000 | -27.4% | 7,753 | -21.3% | 0.02% | -28.0% |
| Q2 2022 | $340,000 | -20.4% | 9,854 | -20.0% | 0.02% | -24.2% |
| Q1 2022 | $427,000 | +13.0% | 12,321 | +34.6% | 0.03% | +22.2% |
| Q4 2021 | $378,000 | -5.5% | 9,154 | +1.0% | 0.03% | -3.6% |
| Q3 2021 | $400,000 | -30.6% | 9,065 | -32.9% | 0.03% | +33.3% |
| Q2 2021 | $576,000 | – | 13,504 | – | 0.02% | – |
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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% |