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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $264,867 | -16.8% | 7,890 | -14.8% | 0.09% | -8.7% |
| Q2 2023 | $318,531 | -42.6% | 9,265 | -43.0% | 0.10% | +7.3% |
| Q1 2023 | $554,544 | +149.9% | 16,248 | +141.3% | 0.10% | +20.0% |
| Q4 2022 | $221,920 | -14.0% | 6,733 | -19.1% | 0.08% | -16.7% |
| Q3 2022 | $258,000 | -14.9% | 8,323 | -4.5% | 0.10% | -11.9% |
| Q2 2022 | $303,000 | -7.1% | 8,717 | +3.4% | 0.11% | +12.4% |
| Q1 2022 | $326,000 | 0.0% | 8,432 | +7.4% | 0.10% | +6.6% |
| Q4 2021 | $326,000 | -2.4% | 7,853 | 0.0% | 0.09% | -13.3% |
| Q3 2021 | $334,000 | -6.4% | 7,853 | 0.0% | 0.10% | 0.0% |
| Q2 2021 | $357,000 | +7.5% | 7,853 | +3.5% | 0.10% | +1.9% |
| Q1 2021 | $332,000 | +3.1% | 7,586 | -0.6% | 0.10% | -9.6% |
| Q4 2020 | $322,000 | +43.8% | 7,635 | +24.8% | 0.11% | +21.3% |
| Q3 2020 | $224,000 | -12.5% | 6,120 | -10.5% | 0.09% | -13.8% |
| Q4 2019 | $256,000 | – | 6,835 | – | 0.11% | – |
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% |