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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $210,000 | -10.3% | 6,044 | 0.0% | 0.09% | +9.8% |
| Q1 2022 | $234,000 | -6.8% | 6,044 | 0.0% | 0.08% | 0.0% |
| Q4 2021 | $251,000 | -1.6% | 6,044 | +0.9% | 0.08% | -6.8% |
| Q3 2021 | $255,000 | -4.9% | 5,992 | +1.7% | 0.09% | -1.1% |
| Q2 2021 | $268,000 | +3.9% | 5,892 | 0.0% | 0.09% | -6.3% |
| Q1 2021 | $258,000 | +4.0% | 5,892 | 0.0% | 0.10% | -3.1% |
| Q4 2020 | $248,000 | +3.8% | 5,892 | -9.9% | 0.10% | -13.3% |
| Q3 2020 | $239,000 | -12.5% | 6,537 | -19.7% | 0.11% | -16.3% |
| Q2 2020 | $273,000 | +6.2% | 8,145 | -9.7% | 0.14% | -17.7% |
| Q1 2020 | $257,000 | -19.7% | 9,020 | +6.0% | 0.16% | +7.2% |
| Q4 2019 | $320,000 | +18.5% | 8,513 | +8.2% | 0.15% | +14.2% |
| Q3 2019 | $270,000 | -4.3% | 7,868 | 0.0% | 0.13% | -13.0% |
| Q2 2019 | $282,000 | – | 7,868 | – | 0.15% | – |
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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% |