SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 390 filers reported holding SPDR INDEX SHS FDS in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $46,358,791 | -3.1% | 1,380,959 | -0.1% | 11.57% | +0.8% |
| Q2 2023 | $47,823,214 | -16.1% | 1,382,973 | -17.2% | 11.48% | -19.1% |
| Q1 2023 | $56,980,318 | +4.8% | 1,669,508 | +1.2% | 14.19% | -1.6% |
| Q4 2022 | $54,372,405 | +7.4% | 1,649,648 | +1.1% | 14.42% | -1.0% |
| Q3 2022 | $50,637,000 | -13.3% | 1,631,353 | -2.9% | 14.56% | -12.1% |
| Q2 2022 | $58,435,000 | -6.7% | 1,680,614 | +3.6% | 16.56% | -2.6% |
| Q1 2022 | $62,653,000 | -3.1% | 1,621,460 | +4.0% | 17.00% | +0.7% |
| Q4 2021 | $64,684,000 | +0.1% | 1,559,029 | +2.7% | 16.89% | -4.6% |
| Q3 2021 | $64,589,000 | -3.2% | 1,518,660 | +3.5% | 17.70% | -3.9% |
| Q2 2021 | $66,750,000 | +9.0% | 1,467,025 | +1.0% | 18.42% | -1.4% |
| Q1 2021 | $61,241,000 | +14.0% | 1,452,592 | -1.2% | 18.68% | +2.6% |
| Q4 2020 | $53,739,000 | +0.0% | 1,469,897 | +0.0% | 18.20% | +0.1% |
| Q3 2020 | $53,733,000 | +9.5% | 1,469,729 | +0.3% | 18.18% | +3.7% |
| Q2 2020 | $49,053,000 | +47.4% | 1,466,006 | +25.4% | 17.53% | +28.4% |
| Q1 2020 | $33,272,000 | -15.1% | 1,169,069 | +12.2% | 13.66% | -6.1% |
| Q4 2019 | $39,171,000 | +10.3% | 1,042,053 | +5.1% | 14.54% | +0.9% |
| Q3 2019 | $35,501,000 | +2.1% | 991,929 | +2.0% | 14.40% | -0.9% |
| Q2 2019 | $34,782,000 | +13.4% | 972,643 | +2.6% | 14.53% | +2.0% |
| Q1 2019 | $30,678,000 | -2.1% | 948,031 | +5.3% | 14.25% | +7.7% |
| Q4 2018 | $31,347,000 | -0.1% | 899,992 | -0.1% | 13.23% | +0.2% |
| Q3 2018 | $31,364,000 | +2.4% | 900,484 | +3.9% | 13.21% | -2.0% |
| Q2 2018 | $30,641,000 | -8.5% | 867,047 | +1.7% | 13.48% | -11.7% |
| Q1 2018 | $33,505,000 | +3.8% | 852,548 | +0.8% | 15.28% | +2.6% |
| Q4 2017 | $32,282,000 | – | 846,186 | – | 14.88% | – |
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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% |