SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 603 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,017,970 | -0.7% | 60,112 | +1.7% | 0.23% | +11.3% |
| Q2 2023 | $2,032,762 | +2.7% | 59,126 | +1.9% | 0.20% | -6.0% |
| Q1 2023 | $1,979,649 | +8.5% | 58,003 | +4.8% | 0.22% | -3.1% |
| Q4 2022 | $1,824,440 | +15.0% | 55,353 | +8.3% | 0.22% | +8.2% |
| Q3 2022 | $1,586,000 | -9.3% | 51,108 | +1.7% | 0.21% | -4.2% |
| Q2 2022 | $1,748,000 | -1.9% | 50,272 | +9.0% | 0.22% | -1.4% |
| Q1 2022 | $1,782,000 | -7.8% | 46,127 | -1.0% | 0.22% | -5.6% |
| Q4 2021 | $1,933,000 | +2.8% | 46,584 | +5.4% | 0.23% | -5.7% |
| Q3 2021 | $1,880,000 | -3.5% | 44,203 | +3.2% | 0.25% | -6.8% |
| Q2 2021 | $1,948,000 | +36.6% | 42,816 | +31.5% | 0.26% | +22.8% |
| Q1 2021 | $1,426,000 | +13.6% | 32,566 | +9.4% | 0.22% | +7.5% |
| Q4 2020 | $1,255,000 | +29.6% | 29,759 | +12.4% | 0.20% | +13.0% |
| Q3 2020 | $968,000 | +82.3% | 26,482 | +66.8% | 0.18% | +65.4% |
| Q2 2020 | $531,000 | +3.1% | 15,881 | -12.2% | 0.11% | -13.0% |
| Q1 2020 | $515,000 | -10.3% | 18,097 | +18.6% | 0.12% | +7.0% |
| Q4 2019 | $574,000 | +143.2% | 15,265 | +122.0% | 0.12% | +101.8% |
| Q3 2019 | $236,000 | -6.7% | 6,875 | -2.7% | 0.06% | -5.0% |
| Q2 2019 | $253,000 | – | 7,064 | – | 0.06% | – |
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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% |