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 | $84,741 | -5.5% | 2,524 | -3.2% | 0.01% | 0.0% |
| Q2 2023 | $89,639 | +7.7% | 2,607 | +6.9% | 0.01% | 0.0% |
| Q1 2023 | $83,213 | +3.5% | 2,438 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $80,361 | +1.7% | 2,438 | -4.4% | 0.01% | -14.3% |
| Q3 2022 | $79,000 | -11.2% | 2,550 | -0.5% | 0.01% | -22.2% |
| Q2 2022 | $89,000 | -9.2% | 2,563 | +0.4% | 0.01% | +12.5% |
| Q1 2022 | $98,000 | -6.7% | 2,553 | 0.0% | 0.01% | -11.1% |
| Q4 2021 | $105,000 | -22.2% | 2,553 | -19.9% | 0.01% | -18.2% |
| Q3 2021 | $135,000 | -20.1% | 3,187 | -14.6% | 0.01% | -35.3% |
| Q2 2021 | $169,000 | -7.7% | 3,730 | -11.1% | 0.02% | -15.0% |
| Q1 2021 | $183,000 | -1.6% | 4,197 | -5.1% | 0.02% | -13.0% |
| Q4 2020 | $186,000 | -36.5% | 4,423 | -44.9% | 0.02% | -45.2% |
| Q3 2020 | $293,000 | +14.9% | 8,020 | +4.9% | 0.04% | +5.0% |
| Q2 2020 | $255,000 | +20.9% | 7,649 | +3.0% | 0.04% | -4.8% |
| Q1 2020 | $211,000 | +44.5% | 7,428 | +90.3% | 0.04% | +82.6% |
| Q4 2019 | $146,000 | +27.0% | 3,904 | +15.8% | 0.02% | +15.0% |
| Q3 2019 | $115,000 | +4.5% | 3,371 | +9.6% | 0.02% | 0.0% |
| Q2 2019 | $110,000 | +52.8% | 3,076 | +51.0% | 0.02% | +33.3% |
| Q1 2019 | $72,000 | +200.0% | 2,037 | +163.9% | 0.02% | +150.0% |
| Q4 2018 | $24,000 | +14.3% | 772 | +27.6% | 0.01% | +50.0% |
| Q3 2018 | $21,000 | +16.7% | 605 | +19.1% | 0.00% | 0.0% |
| Q2 2018 | $18,000 | +63.6% | 508 | +83.4% | 0.00% | +33.3% |
| Q1 2018 | $11,000 | – | 277 | – | 0.00% | – |
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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% |