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 | $1,887,630 | +62.9% | 56,230 | +66.8% | 0.09% | +48.3% |
| Q2 2023 | $1,158,919 | +0.3% | 33,709 | -0.5% | 0.06% | -11.8% |
| Q1 2023 | $1,155,704 | +6.3% | 33,862 | +2.6% | 0.07% | -8.1% |
| Q4 2022 | $1,087,440 | +13.3% | 32,993 | +6.6% | 0.07% | +1.4% |
| Q3 2022 | $960,000 | -6.8% | 30,943 | +4.4% | 0.07% | -7.6% |
| Q2 2022 | $1,030,000 | -5.1% | 29,634 | +5.5% | 0.08% | +3.9% |
| Q1 2022 | $1,085,000 | -14.8% | 28,076 | -8.5% | 0.08% | -16.5% |
| Q4 2021 | $1,273,000 | +1.6% | 30,678 | +4.1% | 0.09% | -3.2% |
| Q3 2021 | $1,253,000 | -23.5% | 29,460 | -18.2% | 0.09% | -27.7% |
| Q2 2021 | $1,638,000 | +8.6% | 36,008 | +4.5% | 0.13% | -7.1% |
| Q1 2021 | $1,508,000 | +25.8% | 34,443 | +21.1% | 0.14% | +25.0% |
| Q4 2020 | $1,199,000 | +15.2% | 28,450 | -0.1% | 0.11% | -5.1% |
| Q3 2020 | $1,041,000 | +1.2% | 28,468 | -7.4% | 0.12% | -15.1% |
| Q2 2020 | $1,029,000 | +8.8% | 30,741 | -7.5% | 0.14% | -19.7% |
| Q1 2020 | $946,000 | -27.5% | 33,226 | -4.3% | 0.17% | -2.8% |
| Q4 2019 | $1,305,000 | +51.9% | 34,719 | +38.5% | 0.18% | +33.8% |
| Q3 2019 | $859,000 | +46.8% | 25,060 | +53.2% | 0.13% | +41.5% |
| Q2 2019 | $585,000 | -12.8% | 16,356 | -12.8% | 0.09% | -26.0% |
| Q1 2019 | $671,000 | +2.8% | 18,752 | -0.4% | 0.13% | -8.6% |
| Q4 2018 | $653,000 | +20.7% | 18,820 | +21.1% | 0.14% | +24.1% |
| Q3 2018 | $541,000 | +3.4% | 15,542 | +5.1% | 0.11% | -5.9% |
| Q2 2018 | $523,000 | – | 14,790 | – | 0.12% | – |
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% |