SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 411 filers reported holding SPDR INDEX SHS FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $413 | -99.9% | 12,537 | +6.7% | 0.04% | +5.1% |
| Q3 2022 | $365,000 | -44.3% | 11,752 | -30.7% | 0.04% | -27.8% |
| Q1 2022 | $655,000 | -35.1% | 16,952 | -30.3% | 0.05% | -30.8% |
| Q4 2021 | $1,009,000 | -89.9% | 24,308 | -89.0% | 0.08% | -94.0% |
| Q2 2021 | $10,030,000 | +11.5% | 220,437 | +7.3% | 1.30% | -4.6% |
| Q1 2021 | $8,994,000 | +7.3% | 205,434 | +3.3% | 1.36% | +10.6% |
| Q4 2020 | $8,386,000 | -7.0% | 198,919 | -19.4% | 1.23% | -17.3% |
| Q3 2020 | $9,020,000 | +92.0% | 246,709 | +75.7% | 1.49% | +73.3% |
| Q2 2020 | $4,698,000 | +41.2% | 140,420 | +20.1% | 0.86% | +12.4% |
| Q1 2020 | $3,328,000 | -40.2% | 116,934 | -21.0% | 0.76% | -17.9% |
| Q4 2019 | $5,561,000 | – | 147,938 | – | 0.93% | – |
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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% |