SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 584 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,491 | -10.6% | 72,979 | -13.7% | 0.26% | -12.2% |
| Q4 2022 | $2,786 | -99.9% | 84,522 | -12.2% | 0.29% | -10.9% |
| Q3 2022 | $2,989,000 | -27.1% | 96,298 | -18.4% | 0.33% | -20.5% |
| Q2 2022 | $4,102,000 | -32.0% | 117,971 | -24.4% | 0.42% | -9.0% |
| Q1 2022 | $6,028,000 | +793.0% | 156,003 | +951.1% | 0.46% | +590.9% |
| Q2 2021 | $675,000 | +7.8% | 14,842 | +3.8% | 0.07% | +15.8% |
| Q1 2021 | $626,000 | -0.6% | 14,298 | -4.3% | 0.06% | -28.8% |
| Q4 2020 | $630,000 | +15.0% | 14,933 | -0.4% | 0.08% | -8.0% |
| Q3 2020 | $548,000 | +1.1% | 14,991 | -7.4% | 0.09% | -10.3% |
| Q2 2020 | $542,000 | +17.6% | 16,184 | 0.0% | 0.10% | +42.6% |
| Q1 2020 | $461,000 | -34.5% | 16,184 | -13.5% | 0.07% | -67.0% |
| Q4 2019 | $704,000 | +10.7% | 18,716 | +0.9% | 0.21% | +5.6% |
| Q3 2019 | $636,000 | -4.4% | 18,545 | -0.2% | 0.20% | -13.3% |
| Q2 2019 | $665,000 | – | 18,579 | – | 0.22% | – |
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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% |