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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $3,362,000 | +16.8% | 79,742 | +1.3% | 0.99% | +3.2% |
| Q3 2020 | $2,878,000 | +28.3% | 78,729 | +17.4% | 0.96% | +19.3% |
| Q2 2020 | $2,243,000 | +49.1% | 67,050 | +26.9% | 0.80% | +15.9% |
| Q1 2020 | $1,504,000 | -59.4% | 52,833 | -46.3% | 0.69% | -52.0% |
| Q4 2019 | $3,702,000 | +30.6% | 98,473 | +19.1% | 1.44% | +16.2% |
| Q3 2019 | $2,835,000 | +31.2% | 82,695 | +37.0% | 1.24% | +24.4% |
| Q2 2019 | $2,160,000 | +104.0% | 60,366 | +103.9% | 1.00% | +89.4% |
| Q1 2019 | $1,059,000 | +200.0% | 29,603 | +171.7% | 0.53% | +153.8% |
| Q4 2018 | $353,000 | -74.7% | 10,894 | -72.8% | 0.21% | -72.5% |
| Q3 2018 | $1,397,000 | – | 40,108 | – | 0.76% | – |
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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% |