SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 204 filers reported holding SPDR INDEX SHS FDS in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,010,647 | -3.4% | 30,106 | -1.1% | 0.59% | +4.4% |
| Q2 2023 | $1,046,314 | +1.9% | 30,434 | +1.1% | 0.56% | -0.4% |
| Q1 2023 | $1,027,206 | +3.4% | 30,097 | -0.2% | 0.56% | -1.1% |
| Q4 2022 | $993,707 | +47.2% | 30,149 | +38.7% | 0.57% | +53.6% |
| Q3 2022 | $675,000 | -10.5% | 21,732 | +0.2% | 0.37% | -6.1% |
| Q2 2022 | $754,000 | -11.2% | 21,691 | -1.3% | 0.40% | +1.0% |
| Q1 2022 | $849,000 | -6.9% | 21,966 | -0.1% | 0.39% | -3.9% |
| Q4 2021 | $912,000 | +6.2% | 21,979 | +8.8% | 0.41% | -1.2% |
| Q3 2021 | $859,000 | -15.9% | 20,209 | -9.9% | 0.41% | -13.8% |
| Q2 2021 | $1,021,000 | -6.2% | 22,437 | -9.8% | 0.48% | -16.9% |
| Q1 2021 | $1,089,000 | -59.0% | 24,877 | -60.5% | 0.58% | -57.0% |
| Q4 2020 | $2,656,000 | +13.1% | 62,991 | -2.0% | 1.34% | +3.0% |
| Q3 2020 | $2,349,000 | +6.8% | 64,249 | -2.3% | 1.30% | +14.5% |
| Q2 2020 | $2,200,000 | +31.8% | 65,763 | +12.1% | 1.13% | +8.5% |
| Q1 2020 | $1,669,000 | -17.3% | 58,657 | +9.2% | 1.04% | +8.6% |
| Q4 2019 | $2,018,000 | +39.6% | 53,694 | +27.3% | 0.96% | -10.7% |
| Q3 2019 | $1,446,000 | +4.0% | 42,190 | +8.4% | 1.08% | -17.0% |
| Q2 2019 | $1,391,000 | -42.2% | 38,909 | -42.2% | 1.30% | -14.7% |
| Q1 2019 | $2,406,000 | +17.4% | 67,295 | +6.3% | 1.52% | -4.6% |
| Q4 2018 | $2,049,000 | -2.4% | 63,315 | +5.0% | 1.60% | +13.1% |
| Q3 2018 | $2,100,000 | +14.9% | 60,306 | +16.6% | 1.41% | +42.1% |
| Q2 2018 | $1,827,000 | +131.3% | 51,702 | +157.2% | 0.99% | +95.7% |
| Q1 2018 | $790,000 | – | 20,098 | – | 0.51% | – |
Download | ||||||
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% |