SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 390 filers reported holding SPDR INDEX SHS FDS in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,246,034 | +19.9% | 66,906 | +22.8% | 0.30% | +23.9% |
| Q2 2023 | $1,872,954 | +28.4% | 54,478 | +27.5% | 0.24% | +22.1% |
| Q1 2023 | $1,458,511 | +10.7% | 42,734 | +6.9% | 0.20% | -1.5% |
| Q4 2022 | $1,317,148 | +15.4% | 39,962 | +8.7% | 0.20% | +0.5% |
| Q3 2022 | $1,141,000 | -3.6% | 36,768 | +8.0% | 0.20% | +1.5% |
| Q2 2022 | $1,184,000 | -35.7% | 34,054 | -28.6% | 0.19% | -40.3% |
| Q1 2022 | $1,842,000 | +149.6% | 47,663 | +168.1% | 0.32% | +146.2% |
| Q4 2021 | $738,000 | -15.0% | 17,778 | -12.8% | 0.13% | -27.1% |
| Q3 2021 | $868,000 | -28.9% | 20,398 | -24.0% | 0.18% | -33.0% |
| Q2 2021 | $1,221,000 | -76.7% | 26,832 | -77.6% | 0.27% | -79.5% |
| Q1 2021 | $5,238,000 | +562.2% | 119,650 | +453.3% | 1.32% | +362.8% |
| Q3 2020 | $791,000 | +25.4% | 21,623 | -2.5% | 0.28% | -7.2% |
| Q1 2020 | $631,000 | -1.7% | 22,179 | +29.9% | 0.31% | +20.9% |
| Q4 2019 | $642,000 | +82.4% | 17,080 | +74.1% | 0.25% | +66.0% |
| Q2 2019 | $352,000 | -38.6% | 9,810 | -38.8% | 0.15% | -42.3% |
| Q1 2019 | $573,000 | +113.0% | 16,027 | +92.8% | 0.26% | +97.8% |
| Q4 2018 | $269,000 | +5.1% | 8,313 | +6.7% | 0.13% | +17.5% |
| Q3 2018 | $256,000 | +2.4% | 7,788 | +10.2% | 0.11% | +3.6% |
| Q2 2018 | $250,000 | -28.6% | 7,068 | -20.6% | 0.11% | -24.7% |
| Q1 2018 | $350,000 | +19.9% | 8,899 | +16.3% | 0.15% | +50.5% |
| Q4 2017 | $292,000 | +7.7% | 7,650 | +104.3% | 0.10% | +3.2% |
| Q3 2017 | $271,000 | +16.8% | 3,744 | +7.6% | 0.09% | +14.6% |
| Q2 2017 | $232,000 | – | 3,478 | – | 0.08% | – |
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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% |