SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 574 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $3,625,000 | -2.8% | 87,377 | -0.4% | 0.48% | -12.6% |
| Q3 2021 | $3,731,000 | -10.2% | 87,718 | -3.9% | 0.56% | -11.8% |
| Q2 2021 | $4,153,000 | +16.5% | 91,274 | +12.1% | 0.63% | +4.5% |
| Q1 2021 | $3,566,000 | +20.8% | 81,455 | +16.4% | 0.60% | +4.7% |
| Q4 2020 | $2,951,000 | +12.3% | 69,991 | -2.6% | 0.58% | -9.4% |
| Q3 2020 | $2,628,000 | +8.0% | 71,872 | -1.2% | 0.64% | -21.2% |
| Q2 2020 | $2,434,000 | +3.5% | 72,744 | -7.4% | 0.81% | -3.0% |
| Q1 2020 | $2,352,000 | -40.4% | 78,565 | -27.3% | 0.83% | -29.0% |
| Q4 2019 | $3,949,000 | +12.3% | 108,041 | +5.4% | 1.17% | -5.9% |
| Q3 2019 | $3,515,000 | -5.3% | 102,524 | -2.1% | 1.24% | -12.6% |
| Q2 2019 | $3,710,000 | +2.2% | 104,681 | +3.1% | 1.42% | -3.6% |
| Q1 2019 | $3,629,000 | +15.1% | 101,491 | +4.1% | 1.48% | -4.2% |
| Q4 2018 | $3,154,000 | -25.8% | 97,478 | -20.1% | 1.54% | +28.5% |
| Q3 2018 | $4,252,000 | +3.0% | 122,072 | +4.5% | 1.20% | -6.0% |
| Q2 2018 | $4,130,000 | +0.3% | 116,861 | +11.5% | 1.28% | -10.9% |
| Q1 2018 | $4,119,000 | +24.0% | 104,805 | +20.3% | 1.43% | +20.2% |
| Q4 2017 | $3,322,000 | – | 87,084 | – | 1.19% | – |
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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% |