SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 555 filers reported holding SPDR INDEX SHS FDS in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,244 | -15.1% | 186 | -13.1% | 0.00% | 0.0% |
| Q2 2023 | $7,357 | +0.7% | 214 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7,304 | -61.5% | 214 | -62.8% | 0.00% | -66.7% |
| Q4 2022 | $18,952 | -99.3% | 575 | -99.4% | 0.01% | -99.4% |
| Q3 2022 | $2,902,000 | +8.8% | 93,478 | +21.8% | 1.54% | +2.3% |
| Q2 2022 | $2,668,000 | +1.5% | 76,746 | +12.8% | 1.50% | +17.4% |
| Q1 2022 | $2,629,000 | -10.0% | 68,050 | -3.4% | 1.28% | -13.7% |
| Q4 2021 | $2,921,000 | +110.0% | 70,409 | +115.2% | 1.48% | +78.7% |
| Q3 2021 | $1,391,000 | +272.9% | 32,712 | +298.6% | 0.83% | +241.6% |
| Q2 2021 | $373,000 | – | 8,207 | – | 0.24% | – |
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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% |