SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 18 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,059 | -2.4% | 389 | 0.0% | 0.00% | -50.0% |
| Q2 2023 | $13,374 | +0.7% | 389 | 0.0% | 0.00% | +100.0% |
| Q1 2023 | $13,277 | -77.9% | 389 | -78.7% | 0.00% | -85.7% |
| Q4 2022 | $60,152 | +401.3% | 1,825 | +369.2% | 0.01% | +600.0% |
| Q3 2022 | $12,000 | -14.3% | 389 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $14,000 | -6.7% | 389 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $15,000 | -6.2% | 389 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $16,000 | -5.9% | 389 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $17,000 | -5.6% | 389 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $18,000 | +5.9% | 389 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $17,000 | +6.2% | 389 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $16,000 | -40.7% | 389 | -46.5% | 0.00% | -50.0% |
| Q3 2020 | $27,000 | +3.8% | 727 | -4.8% | 0.00% | 0.0% |
| Q2 2020 | $26,000 | +8.3% | 764 | -7.7% | 0.00% | 0.0% |
| Q1 2020 | $24,000 | -17.2% | 828 | +8.4% | 0.00% | -20.0% |
| Q4 2019 | $29,000 | – | 764 | – | 0.01% | – |
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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% |