SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 310 filers reported holding SPDR INDEX SHS FDS in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,003,945 | +3.2% | 1,400,093 | +5.6% | 2.42% | +3.5% |
| Q2 2023 | $45,564,936 | +13.9% | 1,325,251 | +13.0% | 2.34% | -7.9% |
| Q1 2023 | $40,015,861 | +8.9% | 1,172,455 | +5.2% | 2.54% | -2.3% |
| Q4 2022 | $36,732,800 | +4.9% | 1,114,388 | -1.2% | 2.60% | -2.5% |
| Q3 2022 | $35,030,000 | -8.9% | 1,128,466 | +2.0% | 2.67% | -7.8% |
| Q2 2022 | $38,467,000 | -9.9% | 1,106,272 | +0.2% | 2.89% | +4.9% |
| Q1 2022 | $42,677,000 | -30.7% | 1,104,414 | -25.6% | 2.76% | -23.2% |
| Q4 2021 | $61,595,000 | +10.6% | 1,484,522 | +13.4% | 3.59% | -6.7% |
| Q3 2021 | $55,697,000 | +15.5% | 1,309,561 | +23.6% | 3.85% | -2.6% |
| Q2 2021 | $48,226,000 | +11.6% | 1,059,913 | +7.4% | 3.95% | -9.2% |
| Q1 2021 | $43,195,000 | +22.3% | 986,640 | +17.8% | 4.35% | -39.7% |
| Q4 2020 | $35,309,000 | +7.5% | 837,499 | -4.8% | 7.21% | +2.3% |
| Q3 2020 | $32,836,000 | +3.9% | 879,859 | +2.1% | 7.05% | +0.8% |
| Q2 2020 | $31,603,000 | -99.9% | 861,628 | -5.1% | 7.00% | -7.6% |
| Q1 2020 | $26,992,586,000 | +24.6% | 907,924 | +61.9% | 7.57% | +43.6% |
| Q4 2019 | $21,671,449,000 | +26.0% | 560,710 | +11.1% | 5.27% | +3.6% |
| Q3 2019 | $17,198,709,000 | +104476.9% | 504,509 | +10.2% | 5.09% | -7.3% |
| Q2 2019 | $16,446,000 | -99.9% | 457,727 | +7.6% | 5.49% | +2.2% |
| Q1 2019 | $14,831,479,000 | +93924.8% | 425,580 | -6.7% | 5.37% | -27.9% |
| Q4 2018 | $15,774,000 | +16.7% | 455,900 | +6.3% | 7.44% | +116.8% |
| Q3 2018 | $13,520,000 | -3.8% | 428,791 | +10.5% | 3.43% | -2.7% |
| Q2 2018 | $14,061,000 | +7.2% | 388,102 | +11.5% | 3.53% | -22.4% |
| Q1 2018 | $13,114,000 | -10.9% | 347,932 | -2.5% | 4.54% | -5.0% |
| Q4 2017 | $14,720,000 | – | 356,932 | – | 4.78% | – |
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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% |