SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 18 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,583,972 | -45.6% | 106,761 | -44.3% | 0.08% | -46.6% |
| Q2 2023 | $6,590,371 | -0.4% | 191,692 | -1.2% | 0.15% | -5.8% |
| Q1 2023 | $6,618,638 | +8.5% | 193,924 | +4.8% | 0.16% | -12.4% |
| Q4 2022 | $6,099,105 | +879.0% | 185,046 | +821.9% | 0.18% | +669.6% |
| Q3 2022 | $623,000 | -2.4% | 20,073 | +9.4% | 0.02% | -14.8% |
| Q2 2022 | $638,000 | -9.8% | 18,351 | +0.2% | 0.03% | 0.0% |
| Q1 2022 | $707,000 | -61.8% | 18,309 | -58.9% | 0.03% | -58.5% |
| Q4 2021 | $1,850,000 | -2.1% | 44,580 | +0.3% | 0.06% | -13.3% |
| Q3 2021 | $1,889,000 | -4.2% | 44,425 | +2.5% | 0.08% | -7.4% |
| Q2 2021 | $1,972,000 | +9.2% | 43,340 | +5.1% | 0.08% | -3.6% |
| Q1 2021 | $1,806,000 | +260.5% | 41,248 | +246.8% | 0.08% | +223.1% |
| Q4 2020 | $501,000 | +65.9% | 11,894 | +44.0% | 0.03% | +23.8% |
| Q3 2020 | $302,000 | +22.8% | 8,261 | +12.2% | 0.02% | +16.7% |
| Q2 2020 | $246,000 | +5.6% | 7,362 | -10.2% | 0.02% | -14.3% |
| Q1 2020 | $233,000 | -52.9% | 8,194 | -37.8% | 0.02% | -46.2% |
| Q4 2019 | $495,000 | +115.2% | 13,176 | +96.7% | 0.04% | +85.7% |
| Q3 2019 | $230,000 | +11400.0% | 6,699 | +10367.2% | 0.02% | – |
| Q2 2019 | $2,000 | -99.2% | 64 | -99.1% | 0.00% | -100.0% |
| Q1 2019 | $248,000 | +4033.3% | 6,761 | +3656.1% | 0.04% | +3500.0% |
| Q4 2018 | $6,000 | -88.2% | 180 | -87.5% | 0.00% | -90.9% |
| Q2 2018 | $51,000 | +5000.0% | 1,435 | +4848.3% | 0.01% | – |
| Q1 2018 | $1,000 | – | 29 | – | 0.00% | – |
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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% |