SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 411 filers reported holding SPDR INDEX SHS FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $248,534 | -1.8% | 7,403 | +0.6% | 0.01% | 0.0% |
| Q2 2023 | $252,983 | +11.9% | 7,358 | +11.1% | 0.01% | +16.7% |
| Q1 2023 | $226,009 | -23.2% | 6,622 | -25.9% | 0.01% | -33.3% |
| Q4 2022 | $294,366 | -68.3% | 8,931 | -70.2% | 0.01% | -72.7% |
| Q3 2022 | $930,000 | -9.0% | 29,946 | +1.9% | 0.03% | -5.7% |
| Q2 2022 | $1,022,000 | +48.3% | 29,398 | +64.7% | 0.04% | +75.0% |
| Q1 2022 | $689,000 | +64.0% | 17,846 | +76.5% | 0.02% | +66.7% |
| Q4 2021 | $420,000 | -10.3% | 10,112 | -8.1% | 0.01% | -20.0% |
| Q3 2021 | $468,000 | -35.4% | 11,001 | -31.0% | 0.02% | -34.8% |
| Q2 2021 | $725,000 | +2.4% | 15,937 | -1.3% | 0.02% | -11.5% |
| Q1 2021 | $708,000 | +23.1% | 16,149 | +18.2% | 0.03% | +13.0% |
| Q4 2020 | $575,000 | -29.5% | 13,666 | -38.8% | 0.02% | -39.5% |
| Q3 2020 | $816,000 | +67.9% | 22,347 | +53.9% | 0.04% | +40.7% |
| Q2 2020 | $486,000 | -1.8% | 14,521 | -16.4% | 0.03% | -15.6% |
| Q1 2020 | $495,000 | +110.6% | 17,361 | +178.7% | 0.03% | +166.7% |
| Q4 2019 | $235,000 | -82.6% | 6,230 | -83.5% | 0.01% | -85.5% |
| Q3 2019 | $1,351,000 | 0.0% | 37,775 | 0.0% | 0.08% | 0.0% |
| Q2 2019 | $1,351,000 | -5.1% | 37,775 | -5.1% | 0.08% | -17.0% |
| Q1 2019 | $1,423,000 | +15711.1% | 39,785 | +13908.8% | 0.10% | +9900.0% |
| Q4 2018 | $9,000 | +800.0% | 284 | +592.7% | 0.00% | – |
| Q3 2018 | $1,000 | -99.6% | 41 | -99.4% | 0.00% | -100.0% |
| Q1 2018 | $250,000 | +16.3% | 6,372 | +13.2% | 0.02% | +5.3% |
| Q4 2017 | $215,000 | – | 5,631 | – | 0.02% | – |
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% |