FormulaFolio Investments, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 507 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
FormulaFolio Investments, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2021$6,861,000
-0.9%
150,794
-4.0%
2.29%
+1.8%
Q1 2021$6,920,000
-86.8%
157,022
-87.3%
2.25%
+105.3%
Q4 2020$52,274,000
+22.2%
1,239,895
+6.0%
1.10%
-33.5%
Q3 2020$42,781,000
+146.3%
1,170,156
+125.4%
1.65%
+132.8%
Q2 2020$17,369,000
+59.2%
519,108
+35.4%
0.71%
+21.4%
Q1 2020$10,912,000
+13.5%
383,399
+49.9%
0.58%
+70.5%
Q4 2019$9,612,000
+26.6%
255,708
+15.5%
0.34%
+16.7%
Q3 2019$7,590,000
+25.0%
221,414
+30.5%
0.29%
+14.5%
Q2 2019$6,073,000
+10.6%
169,684
+10.5%
0.26%
+6.2%
Q1 2019$5,491,000
+56.1%
153,562
+52.0%
0.24%
+55.5%
Q4 2018$3,518,0000.0%101,0070.0%0.16%0.0%
Q3 2018$3,518,000
+32.2%
101,007
+34.1%
0.16%
+22.0%
Q2 2018$2,662,000
+11.9%
75,335
+24.5%
0.13%
-9.3%
Q1 2018$2,379,000
+6.3%
60,528
+3.2%
0.14%
-4.8%
Q4 2017$2,237,00058,6290.15%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2021
NameSharesValueWeighting ↓
WALLER FINANCIAL PLANNING GROUP, INC 476,355$16,867,7364.43%
CGN Advisors LLC 482,787$17,095,5052.37%
Boltwood Capital Management 107,568$3,808,9831.26%
ST GERMAIN D J CO INC 666,062$23,585,2551.23%
Stonehearth Capital Management, LLC 37,113$1,314,1710.65%
Boston Standard Wealth Management, LLC 65,163$2,188,0000.58%
Valued Wealth Advisors LLC 17,272$579,8070.54%
CATALYST PRIVATE WEALTH, LLC 16,493$584,0270.27%
Pacifica Partners Inc. 12,487$431,4330.21%
Pure Financial Advisors, LLC 137,297$4,861,6830.17%
View complete list of SPDR INDEX SHS FDS shareholders