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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,533 | -9.6% | 671,232 | -7.4% | 0.07% | -7.8% |
| Q2 2023 | $24,914 | +1.2% | 724,663 | +0.5% | 0.08% | -3.8% |
| Q1 2023 | $24,617 | +3.2% | 721,271 | -0.3% | 0.08% | -2.4% |
| Q4 2022 | $23,852 | -99.9% | 723,659 | +36.1% | 0.08% | +24.2% |
| Q3 2022 | $18,486,000 | 0.0% | 531,676 | 0.0% | 0.07% | 0.0% |
| Q2 2022 | $18,486,000 | -16.7% | 531,676 | -7.4% | 0.07% | -7.0% |
| Q1 2022 | $22,190,000 | +24.8% | 574,282 | +34.0% | 0.07% | +29.1% |
| Q4 2021 | $17,778,000 | +33.2% | 428,499 | +36.5% | 0.06% | +22.2% |
| Q3 2021 | $13,350,000 | +56.1% | 313,889 | +67.0% | 0.04% | +55.2% |
| Q2 2021 | $8,554,000 | +9.4% | 188,008 | +5.3% | 0.03% | 0.0% |
| Q1 2021 | $7,820,000 | -18.0% | 178,624 | -21.1% | 0.03% | -27.5% |
| Q4 2020 | $9,541,000 | -9.2% | 226,306 | -21.2% | 0.04% | -23.1% |
| Q3 2020 | $10,506,000 | -14.8% | 287,354 | -22.0% | 0.05% | -21.2% |
| Q2 2020 | $12,328,000 | +105.7% | 368,446 | +75.0% | 0.07% | +78.4% |
| Q1 2020 | $5,993,000 | – | 210,569 | – | 0.04% | – |
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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% |