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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,462,238 | +4.9% | 100,705 | +4.1% | 1.12% | +0.4% |
| Q1 2023 | $3,300,644 | +15.9% | 96,708 | +11.9% | 1.12% | +7.6% |
| Q4 2022 | $2,848,107 | +15.7% | 86,411 | +9.0% | 1.04% | +9.0% |
| Q3 2022 | $2,461,000 | -10.7% | 79,270 | -0.0% | 0.96% | -6.1% |
| Q2 2022 | $2,756,000 | -7.1% | 79,277 | +3.2% | 1.02% | +5.5% |
| Q1 2022 | $2,967,000 | -9.9% | 76,791 | -3.2% | 0.96% | -5.5% |
| Q4 2021 | $3,292,000 | +9.9% | 79,349 | +12.7% | 1.02% | +5.0% |
| Q3 2021 | $2,995,000 | -4.9% | 70,428 | +1.8% | 0.97% | -7.1% |
| Q2 2021 | $3,149,000 | +3.2% | 69,213 | -0.7% | 1.05% | -9.1% |
| Q1 2021 | $3,051,000 | +5.9% | 69,679 | +2.0% | 1.15% | +1.4% |
| Q4 2020 | $2,880,000 | +19.6% | 68,310 | +3.7% | 1.14% | +9.8% |
| Q3 2020 | $2,409,000 | -0.5% | 65,898 | -8.9% | 1.03% | -6.4% |
| Q2 2020 | $2,420,000 | +38.3% | 72,331 | +17.7% | 1.10% | +18.4% |
| Q1 2020 | $1,750,000 | -5.8% | 61,478 | +24.5% | 0.93% | +12.7% |
| Q4 2019 | $1,857,000 | +14.7% | 49,399 | +4.6% | 0.83% | +6.4% |
| Q3 2019 | $1,619,000 | +3.1% | 47,236 | +7.7% | 0.78% | +1.2% |
| Q2 2019 | $1,570,000 | -1.5% | 43,876 | -1.5% | 0.77% | -9.0% |
| Q1 2019 | $1,594,000 | +14.3% | 44,562 | +3.4% | 0.84% | +1.4% |
| Q4 2018 | $1,395,000 | -6.1% | 43,101 | +1.0% | 0.83% | +2.7% |
| Q3 2018 | $1,486,000 | -0.1% | 42,668 | +1.4% | 0.81% | -5.8% |
| Q2 2018 | $1,487,000 | -5.6% | 42,084 | +4.9% | 0.86% | +16.5% |
| Q1 2018 | $1,576,000 | +1.2% | 40,113 | -2.0% | 0.74% | -4.3% |
| Q4 2017 | $1,558,000 | – | 40,918 | – | 0.77% | – |
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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% |