SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 555 filers reported holding SPDR INDEX SHS FDS in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $296,065 | -0.3% | 4,318 | +1.0% | 0.03% | -6.1% |
| Q2 2023 | $297,089 | +2.0% | 4,276 | -3.1% | 0.03% | +6.5% |
| Q1 2023 | $291,140 | +3.5% | 4,412 | -4.0% | 0.03% | -3.1% |
| Q4 2022 | $281,159 | +7.7% | 4,598 | +4.4% | 0.03% | +6.7% |
| Q3 2022 | $261,000 | -10.3% | 4,405 | -10.6% | 0.03% | 0.0% |
| Q2 2022 | $291,000 | -8.5% | 4,926 | -7.4% | 0.03% | +3.4% |
| Q1 2022 | $318,000 | +40.1% | 5,317 | +36.1% | 0.03% | +70.6% |
| Q4 2021 | $227,000 | – | 3,907 | – | 0.02% | – |
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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% |