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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,979,612 | -61.8% | 58,969 | -60.8% | 1.54% | -25.8% |
| Q2 2023 | $5,177,479 | +1.4% | 150,595 | +0.6% | 2.08% | +11.1% |
| Q1 2023 | $5,108,466 | -1.4% | 149,676 | -4.8% | 1.87% | -8.9% |
| Q4 2022 | $5,180,610 | +6.6% | 157,178 | +0.4% | 2.05% | +3.2% |
| Q3 2022 | $4,860,000 | +1483.1% | 156,584 | +1761.2% | 1.99% | +1339.9% |
| Q3 2020 | $307,000 | -65.3% | 8,413 | -68.2% | 0.14% | -66.9% |
| Q2 2020 | $884,000 | -50.7% | 26,425 | -58.1% | 0.42% | -64.8% |
| Q1 2020 | $1,792,000 | -57.8% | 62,994 | -44.3% | 1.18% | -50.2% |
| Q4 2019 | $4,248,000 | -23.0% | 113,024 | -29.8% | 2.38% | +66.1% |
| Q3 2019 | $5,518,000 | -14.1% | 160,984 | -10.3% | 1.43% | +3.5% |
| Q2 2019 | $6,421,000 | -8.5% | 179,425 | -8.6% | 1.38% | -56.4% |
| Q1 2019 | $7,018,000 | +9.6% | 196,268 | +0.5% | 3.17% | -19.8% |
| Q4 2018 | $6,406,000 | +3087.1% | 195,345 | +3715.3% | 3.95% | +5460.6% |
| Q1 2018 | $201,000 | -47.7% | 5,120 | -49.2% | 0.07% | -39.3% |
| Q4 2017 | $384,000 | +60.7% | 10,079 | +205.3% | 0.12% | -32.0% |
| Q3 2017 | $239,000 | +9.1% | 3,301 | 0.0% | 0.17% | +258.3% |
| Q2 2017 | $219,000 | +3.8% | 3,301 | 0.0% | 0.05% | -72.6% |
| Q1 2017 | $211,000 | +66.1% | 3,301 | +35.7% | 0.18% | -2.2% |
| Q3 2015 | $127,000 | +0.8% | 2,433 | +23.8% | 0.18% | +43.2% |
| Q2 2015 | $126,000 | 0.0% | 1,966 | 0.0% | 0.12% | -19.9% |
| Q1 2015 | $126,000 | +0.8% | 1,966 | +0.1% | 0.16% | +110.8% |
| Q4 2014 | $125,000 | -3.8% | 1,964 | 0.0% | 0.07% | +15.6% |
| Q3 2014 | $130,000 | -1.5% | 1,964 | 0.0% | 0.06% | 0.0% |
| Q2 2014 | $132,000 | +6.5% | 1,964 | 0.0% | 0.06% | -12.3% |
| Q1 2014 | $124,000 | – | 1,964 | – | 0.07% | – |
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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% |