SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 507 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,570,778 | -23.7% | 106,368 | -21.9% | 0.11% | -22.5% |
| Q2 2023 | $4,681,923 | -35.0% | 136,182 | -35.5% | 0.14% | -39.1% |
| Q1 2023 | $7,204,512 | +5.2% | 211,090 | +1.6% | 0.23% | -0.9% |
| Q4 2022 | $6,845,199 | -13.4% | 207,682 | -18.4% | 0.24% | -36.3% |
| Q3 2022 | $7,902,000 | -6.4% | 254,570 | +4.8% | 0.37% | -7.1% |
| Q2 2022 | $8,443,000 | +5.9% | 242,822 | +17.7% | 0.40% | +16.8% |
| Q1 2022 | $7,974,000 | -0.1% | 206,362 | +7.3% | 0.34% | +9.3% |
| Q4 2021 | $7,981,000 | -2.7% | 192,367 | -0.3% | 0.31% | -21.3% |
| Q3 2021 | $8,204,000 | -0.8% | 192,910 | +6.1% | 0.40% | -10.0% |
| Q2 2021 | $8,271,000 | +16.5% | 181,778 | +12.0% | 0.44% | +8.7% |
| Q1 2021 | $7,102,000 | +22.0% | 162,231 | +17.5% | 0.40% | +13.2% |
| Q4 2020 | $5,822,000 | +43.9% | 138,103 | +24.8% | 0.36% | +26.6% |
| Q3 2020 | $4,045,000 | – | 110,640 | – | 0.28% | – |
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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% |