SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 614 filers reported holding SPDR INDEX SHS FDS in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $619,158 | -14.8% | 17,485 | -19.2% | 0.06% | -26.3% |
| Q3 2023 | $726,724 | -8.2% | 21,648 | -6.0% | 0.08% | -10.6% |
| Q2 2023 | $791,530 | +3.8% | 23,023 | +3.0% | 0.08% | -2.3% |
| Q1 2023 | $762,716 | +0.2% | 22,347 | -3.2% | 0.09% | +1.2% |
| Q4 2022 | $760,932 | -0.9% | 23,087 | -6.7% | 0.09% | -21.1% |
| Q3 2022 | $768,000 | +1.2% | 24,747 | +13.3% | 0.11% | +6.9% |
| Q2 2022 | $759,000 | -7.1% | 21,834 | +3.2% | 0.10% | +6.2% |
| Q1 2022 | $817,000 | +7.5% | 21,148 | +15.5% | 0.10% | +6.7% |
| Q4 2021 | $760,000 | +230.4% | 18,313 | +181.3% | 0.09% | +52.5% |
| Q2 2018 | $230,000 | – | 6,510 | – | 0.06% | – |
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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% |