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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $270,055 | +13.9% | 7,855 | +13.1% | 0.00% | 0.0% |
| Q1 2023 | $237,136 | +5.4% | 6,948 | +1.8% | 0.00% | -33.3% |
| Q4 2022 | $225,051 | +6.7% | 6,828 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $211,000 | -43.1% | 6,828 | -36.1% | 0.00% | -40.0% |
| Q2 2022 | $371,000 | +16.7% | 10,687 | +29.7% | 0.01% | +25.0% |
| Q1 2022 | $318,000 | -6.7% | 8,240 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $341,000 | +17.6% | 8,240 | +20.7% | 0.00% | 0.0% |
| Q3 2021 | $290,000 | – | 6,828 | – | 0.00% | – |
Download | ||||||
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% |