SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 195 filers reported holding SPDR INDEX SHS FDS in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,792,369 | -0.9% | 112,969 | +1.5% | 0.87% | +4.7% |
| Q2 2023 | $3,825,944 | +2.8% | 111,284 | -1.4% | 0.84% | -0.9% |
| Q4 2022 | $3,721,876 | +18.6% | 112,921 | +11.7% | 0.84% | +8.2% |
| Q3 2022 | $3,138,000 | -1.5% | 101,100 | +10.3% | 0.78% | +5.6% |
| Q2 2022 | $3,186,000 | -11.9% | 91,629 | -2.1% | 0.74% | -1.1% |
| Q1 2022 | $3,615,000 | -4.8% | 93,568 | +2.2% | 0.75% | -0.7% |
| Q4 2021 | $3,798,000 | +13.3% | 91,534 | +16.1% | 0.75% | +8.4% |
| Q3 2021 | $3,353,000 | +3.3% | 78,846 | +10.5% | 0.69% | +1.3% |
| Q2 2021 | $3,246,000 | +5.5% | 71,337 | +1.5% | 0.68% | -0.4% |
| Q1 2021 | $3,078,000 | +15.8% | 70,309 | -3.3% | 0.69% | -8.6% |
| Q3 2020 | $2,659,000 | +9.4% | 72,722 | +0.2% | 0.75% | -0.1% |
| Q2 2020 | $2,430,000 | +24.0% | 72,612 | +5.4% | 0.75% | +4.6% |
| Q1 2020 | $1,960,000 | -26.0% | 68,870 | -2.3% | 0.72% | -10.0% |
| Q4 2019 | $2,648,000 | +8.2% | 70,457 | -1.3% | 0.80% | +0.8% |
| Q3 2019 | $2,447,000 | -1.3% | 71,383 | +3.1% | 0.79% | -3.5% |
| Q2 2019 | $2,478,000 | +2.0% | 69,250 | +1.9% | 0.82% | -1.4% |
| Q1 2019 | $2,430,000 | +15.2% | 67,965 | +4.2% | 0.84% | +6.6% |
| Q4 2018 | $2,110,000 | +27.7% | 65,208 | +37.5% | 0.78% | +46.1% |
| Q3 2018 | $1,652,000 | +9.8% | 47,431 | +11.4% | 0.54% | +1.3% |
| Q2 2018 | $1,504,000 | +5.5% | 42,575 | +17.4% | 0.53% | +7.3% |
| Q1 2018 | $1,425,000 | +195.6% | 36,253 | +186.7% | 0.49% | +191.7% |
| Q4 2017 | $482,000 | – | 12,646 | – | 0.17% | – |
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% |