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 | $3,976,819 | +14.0% | 118,462 | +16.8% | 0.33% | +14.9% |
| Q2 2023 | $3,488,020 | +38.1% | 101,455 | +37.1% | 0.29% | +21.0% |
| Q1 2023 | $2,525,152 | +72.2% | 73,986 | +66.3% | 0.24% | +58.7% |
| Q4 2022 | $1,466,548 | +18.0% | 44,495 | +11.1% | 0.15% | +4.2% |
| Q3 2022 | $1,243,000 | -20.1% | 40,055 | -10.5% | 0.14% | -17.7% |
| Q2 2022 | $1,556,000 | -50.8% | 44,749 | -45.4% | 0.18% | -42.6% |
| Q1 2022 | $3,164,000 | +185.3% | 81,883 | +206.4% | 0.30% | +190.5% |
| Q4 2021 | $1,109,000 | -16.9% | 26,720 | -8.9% | 0.10% | -26.6% |
| Q3 2021 | $1,335,000 | 0.0% | 29,338 | 0.0% | 0.14% | 0.0% |
| Q2 2021 | $1,335,000 | +123.2% | 29,338 | +114.9% | 0.14% | +110.3% |
| Q1 2021 | $598,000 | -7.4% | 13,655 | -10.9% | 0.07% | -15.0% |
| Q4 2020 | $646,000 | +101.2% | 15,319 | +74.0% | 0.08% | +86.0% |
| Q3 2020 | $321,000 | +21.1% | 8,805 | +11.1% | 0.04% | +10.3% |
| Q2 2020 | $265,000 | +28.6% | 7,923 | +9.7% | 0.04% | -4.9% |
| Q1 2020 | $206,000 | +164.1% | 7,224 | +246.5% | 0.04% | +192.9% |
| Q4 2019 | $78,000 | – | 2,085 | – | 0.01% | – |
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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% |