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 | $85,566,763 | +38.2% | 2,548,772 | +41.5% | 0.13% | +13.5% |
| Q2 2023 | $61,905,961 | +14.9% | 1,800,888 | +14.1% | 0.11% | +9.9% |
| Q1 2023 | $53,872,711 | +59.1% | 1,578,066 | +53.6% | 0.10% | +46.4% |
| Q4 2022 | $33,870,443 | +6.6% | 1,027,511 | +0.4% | 0.07% | -5.5% |
| Q3 2022 | $31,775,000 | -0.8% | 1,023,631 | +11.1% | 0.07% | +2.8% |
| Q2 2022 | $32,027,000 | -19.0% | 921,562 | -15.4% | 0.07% | -7.8% |
| Q1 2022 | $39,524,000 | +31.5% | 1,089,569 | +50.5% | 0.08% | +35.1% |
| Q4 2021 | $30,067,000 | -7.2% | 724,083 | -5.0% | 0.06% | -16.2% |
| Q3 2021 | $32,413,000 | -58.5% | 762,015 | -55.6% | 0.07% | -59.8% |
| Q2 2021 | $78,118,000 | -6.3% | 1,716,950 | -9.8% | 0.17% | -15.9% |
| Q1 2021 | $83,337,000 | +15.0% | 1,902,567 | +10.8% | 0.20% | +4.1% |
| Q4 2020 | $72,445,000 | +12.0% | 1,717,792 | -2.9% | 0.19% | 0.0% |
| Q3 2020 | $64,666,000 | +18.1% | 1,769,065 | +8.1% | 0.19% | +4.9% |
| Q2 2020 | $54,744,000 | +17.0% | 1,635,845 | -3.0% | 0.18% | -4.2% |
| Q1 2020 | $46,800,000 | – | 1,685,890 | – | 0.19% | – |
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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% |