SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 555 filers reported holding SPDR INDEX SHS FDS in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $236,893 | -4.2% | 7,057 | -1.9% | 0.14% | +2.3% |
| Q2 2023 | $247,379 | +12.7% | 7,195 | +11.9% | 0.13% | -0.7% |
| Q1 2023 | $219,443 | +3.4% | 6,430 | -0.1% | 0.13% | -11.8% |
| Q4 2022 | $212,184 | -3.6% | 6,438 | +1.6% | 0.15% | -15.6% |
| Q2 2022 | $220,000 | -56.1% | 6,339 | -51.1% | 0.18% | -32.6% |
| Q1 2022 | $501,000 | +1.2% | 12,958 | +8.5% | 0.27% | +19.2% |
| Q4 2021 | $495,000 | +69.5% | 11,938 | +73.8% | 0.22% | +71.0% |
| Q3 2021 | $292,000 | +33.3% | 6,870 | +43.1% | 0.13% | +36.5% |
| Q2 2021 | $219,000 | +6.3% | 4,802 | +1.8% | 0.10% | -11.1% |
| Q1 2021 | $206,000 | – | 4,716 | – | 0.11% | – |
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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% |