SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 310 filers reported holding SPDR INDEX SHS FDS in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $11,832,000 | +7.6% | 260,043 | +3.5% | 2.53% | +1.2% |
| Q1 2021 | $10,995,000 | -2.6% | 251,144 | -6.2% | 2.50% | +0.8% |
| Q4 2020 | $11,283,000 | -42.0% | 267,640 | -49.7% | 2.48% | -42.0% |
| Q3 2020 | $19,470,000 | -4.2% | 532,551 | -6.2% | 4.28% | +29.6% |
| Q2 2019 | $20,327,000 | +1.2% | 567,962 | +1.1% | 3.30% | -0.6% |
| Q1 2019 | $20,095,000 | +11.8% | 561,957 | +10.5% | 3.32% | +9.1% |
| Q2 2018 | $17,969,000 | +2.1% | 508,465 | +13.6% | 3.04% | -4.1% |
| Q1 2018 | $17,591,000 | +1.3% | 447,596 | -1.7% | 3.18% | +1.7% |
| Q4 2017 | $17,363,000 | – | 455,136 | – | 3.12% | – |
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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% |