SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 18 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $240,606 | -1.8% | 7,167 | +0.5% | 0.05% | -2.0% |
Q2 2023 | $245,128 | +3.6% | 7,130 | +2.8% | 0.05% | -3.8% |
Q1 2023 | $236,632 | -81.3% | 6,933 | -81.9% | 0.05% | -83.0% |
Q4 2022 | $1,263,033 | +7.0% | 38,320 | +0.8% | 0.31% | -11.0% |
Q3 2022 | $1,180,000 | -49.9% | 38,004 | -43.9% | 0.34% | -51.1% |
Q2 2022 | $2,357,000 | -7.3% | 67,801 | +3.0% | 0.70% | +2.5% |
Q1 2022 | $2,543,000 | -6.5% | 65,822 | +0.4% | 0.69% | +4.6% |
Q4 2021 | $2,719,000 | +31.7% | 65,529 | +34.9% | 0.66% | +11.6% |
Q3 2021 | $2,065,000 | -8.5% | 48,558 | -2.2% | 0.59% | -9.8% |
Q2 2021 | $2,258,000 | -8.6% | 49,627 | -12.1% | 0.65% | -22.6% |
Q1 2021 | $2,471,000 | +2.9% | 56,440 | -1.0% | 0.84% | -7.0% |
Q4 2020 | $2,402,000 | +49.1% | 56,984 | +29.3% | 0.90% | +28.4% |
Q3 2020 | $1,611,000 | +40.8% | 44,066 | +28.9% | 0.70% | +26.1% |
Q2 2020 | $1,144,000 | -41.9% | 34,192 | -50.6% | 0.56% | -49.6% |
Q1 2020 | $1,968,000 | +33.7% | 69,156 | +76.6% | 1.11% | +49.3% |
Q4 2019 | $1,472,000 | +23.5% | 39,151 | +12.6% | 0.74% | +3.8% |
Q3 2019 | $1,192,000 | -34.9% | 34,781 | -32.0% | 0.72% | -35.4% |
Q2 2019 | $1,831,000 | -15.0% | 51,149 | -15.1% | 1.11% | -18.8% |
Q1 2019 | $2,154,000 | +94.8% | 60,234 | +114.1% | 1.37% | +114.4% |
Q1 2018 | $1,106,000 | – | 28,135 | – | 0.64% | – |
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% |