SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 337 filers reported holding SPDR INDEX SHS FDS in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,880,438 | +94.0% | 145,381 | +98.7% | 0.74% | +109.3% |
| Q2 2023 | $2,516,066 | +252.2% | 73,184 | +249.7% | 0.36% | +228.7% |
| Q1 2023 | $714,307 | +3.5% | 20,929 | 0.0% | 0.11% | 0.0% |
| Q4 2022 | $689,820 | -20.7% | 20,929 | -25.4% | 0.11% | -25.5% |
| Q3 2022 | $870,000 | +5.5% | 28,041 | +18.1% | 0.14% | +7.4% |
| Q2 2022 | $825,000 | +8.0% | 23,738 | +20.0% | 0.14% | +26.2% |
| Q1 2022 | $764,000 | +175.8% | 19,778 | +195.7% | 0.11% | +189.2% |
| Q4 2021 | $277,000 | -1.8% | 6,688 | +1.0% | 0.04% | -11.9% |
| Q3 2021 | $282,000 | -2.8% | 6,619 | +3.9% | 0.04% | -20.8% |
| Q2 2021 | $290,000 | +5.8% | 6,368 | +1.8% | 0.05% | -10.2% |
| Q1 2021 | $274,000 | +6.6% | 6,257 | +2.5% | 0.06% | 0.0% |
| Q4 2020 | $257,000 | +10.8% | 6,105 | -3.6% | 0.06% | 0.0% |
| Q3 2020 | $232,000 | -0.9% | 6,335 | -9.5% | 0.06% | -19.2% |
| Q2 2020 | $234,000 | -56.0% | 7,000 | -62.6% | 0.07% | -68.0% |
| Q1 2020 | $532,000 | +49.9% | 18,694 | +97.8% | 0.23% | +79.5% |
| Q4 2019 | $355,000 | +6.9% | 9,452 | -2.5% | 0.13% | +1.6% |
| Q3 2019 | $332,000 | -4.3% | 9,695 | 0.0% | 0.12% | -8.8% |
| Q2 2019 | $347,000 | 0.0% | 9,695 | 0.0% | 0.14% | -9.9% |
| Q1 2019 | $347,000 | -2.0% | 9,695 | -11.3% | 0.15% | +6.3% |
| Q4 2018 | $354,000 | – | 10,926 | – | 0.14% | – |
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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% |