SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 520 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $442,576 | +87365.6% | 13,184 | -10.5% | 0.10% | -10.9% |
| Q2 2023 | $506 | -55.8% | 14,724 | -56.0% | 0.11% | -54.5% |
| Q1 2023 | $1,144 | +4.0% | 33,453 | +0.3% | 0.24% | -2.4% |
| Q4 2022 | $1,100 | -99.9% | 33,364 | -15.7% | 0.25% | -12.1% |
| Q3 2022 | $1,214,000 | -12.1% | 39,585 | -1.8% | 0.28% | -9.3% |
| Q2 2022 | $1,381,000 | -43.8% | 40,304 | -36.6% | 0.31% | -34.0% |
| Q1 2022 | $2,456,000 | -10.0% | 63,563 | -3.3% | 0.47% | -10.1% |
| Q4 2021 | $2,730,000 | -0.1% | 65,764 | +2.3% | 0.52% | +2.1% |
| Q3 2021 | $2,734,000 | -41.2% | 64,290 | -37.1% | 0.51% | -48.6% |
| Q2 2021 | $4,648,000 | +106.9% | 102,138 | +98.5% | 1.00% | +104.5% |
| Q1 2021 | $2,246,000 | +102.7% | 51,446 | +96.1% | 0.49% | +89.9% |
| Q4 2020 | $1,108,000 | +29.9% | 26,232 | +12.3% | 0.26% | +3.2% |
| Q3 2020 | $853,000 | +294.9% | 23,362 | +272.1% | 0.25% | +289.1% |
| Q2 2020 | $216,000 | -78.0% | 6,279 | -77.1% | 0.06% | -81.1% |
| Q2 2019 | $982,000 | -79.7% | 27,434 | -85.1% | 0.34% | -82.2% |
| Q1 2019 | $4,834,000 | +988.7% | 184,522 | +1242.7% | 1.90% | +708.5% |
| Q4 2018 | $444,000 | -18.7% | 13,743 | -12.7% | 0.24% | +9.3% |
| Q3 2018 | $546,000 | -71.4% | 15,748 | -70.9% | 0.22% | -73.8% |
| Q2 2018 | $1,910,000 | – | 54,047 | – | 0.82% | – |
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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% |