SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 520 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $11,667,566 | +4.8% | 339,371 | +4.0% | 1.17% | +1.7% |
| Q1 2023 | $11,133,265 | +11.7% | 326,202 | +7.9% | 1.15% | +6.2% |
| Q4 2022 | $9,965,536 | +14.0% | 302,352 | +7.3% | 1.08% | +3.3% |
| Q3 2022 | $8,745,000 | -9.4% | 281,727 | +1.5% | 1.05% | -5.3% |
| Q2 2022 | $9,651,000 | -7.1% | 277,556 | +3.2% | 1.10% | -0.5% |
| Q1 2022 | $10,389,000 | +4.6% | 268,857 | +12.3% | 1.11% | +7.1% |
| Q4 2021 | $9,930,000 | +10.1% | 239,334 | +12.9% | 1.04% | +1.5% |
| Q3 2021 | $9,020,000 | +3.4% | 212,081 | +10.6% | 1.02% | -1.3% |
| Q2 2021 | $8,725,000 | +8.4% | 191,767 | +4.3% | 1.04% | +0.1% |
| Q1 2021 | $8,046,000 | +3.1% | 183,791 | -0.7% | 1.03% | -5.8% |
| Q4 2020 | $7,805,000 | +18.9% | 185,119 | +3.1% | 1.10% | +5.7% |
| Q3 2020 | $6,565,000 | +18.8% | 179,580 | +8.7% | 1.04% | +9.7% |
| Q2 2020 | $5,528,000 | +26.6% | 165,216 | +7.6% | 0.95% | +5.8% |
| Q1 2020 | $4,368,000 | – | 153,477 | – | 0.90% | – |
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% |