SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 609 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $651,258 | -3.4% | 19,400 | -1.0% | 0.05% | -2.0% |
| Q2 2023 | $673,882 | +1.8% | 19,601 | +1.0% | 0.05% | 0.0% |
| Q1 2023 | $662,122 | +3.5% | 19,400 | 0.0% | 0.05% | -5.6% |
| Q4 2022 | $639,424 | +6.2% | 19,400 | 0.0% | 0.05% | -5.3% |
| Q3 2022 | $602,000 | -10.9% | 19,400 | -0.2% | 0.06% | -9.5% |
| Q2 2022 | $676,000 | -9.9% | 19,434 | +0.2% | 0.06% | 0.0% |
| Q1 2022 | $750,000 | -6.8% | 19,400 | 0.0% | 0.06% | -12.5% |
| Q4 2021 | $805,000 | -2.4% | 19,400 | 0.0% | 0.07% | -10.0% |
| Q3 2021 | $825,000 | -6.6% | 19,400 | 0.0% | 0.08% | -9.1% |
| Q2 2021 | $883,000 | +4.0% | 19,400 | 0.0% | 0.09% | -13.7% |
| Q1 2021 | $849,000 | – | 19,400 | – | 0.10% | – |
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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% |