SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 393 filers reported holding SPDR INDEX SHS FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $318,000 | +55.1% | 7,665 | +59.3% | 0.02% | +31.2% |
| Q3 2021 | $205,000 | -26.8% | 4,812 | -22.0% | 0.02% | -27.3% |
| Q2 2021 | $280,000 | +9.8% | 6,167 | +6.2% | 0.02% | -4.3% |
| Q1 2021 | $255,000 | +34.2% | 5,805 | +28.7% | 0.02% | +27.8% |
| Q4 2020 | $190,000 | 0.0% | 4,512 | -13.4% | 0.02% | -10.0% |
| Q3 2020 | $190,000 | +71.2% | 5,209 | +32.6% | 0.02% | +42.9% |
| Q1 2020 | $111,000 | -56.8% | 3,927 | -42.6% | 0.01% | -48.1% |
| Q4 2019 | $257,000 | +13.2% | 6,836 | +3.2% | 0.03% | +8.0% |
| Q3 2019 | $227,000 | -29.5% | 6,626 | -26.2% | 0.02% | -26.5% |
| Q2 2019 | $322,000 | -2.4% | 8,974 | -2.9% | 0.03% | -59.5% |
| Q1 2019 | $330,000 | +57.1% | 9,244 | +42.2% | 0.08% | +90.9% |
| Q4 2018 | $210,000 | +9.4% | 6,500 | +18.2% | 0.04% | -50.6% |
| Q3 2018 | $192,000 | -11.9% | 5,500 | -0.8% | 0.09% | +93.5% |
| Q1 2018 | $218,000 | – | 5,544 | – | 0.05% | – |
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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% |