SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 507 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,783,440 | -4.5% | 53,126 | -2.2% | 0.37% | +4.8% |
| Q2 2023 | $1,867,075 | +12.8% | 54,307 | +12.0% | 0.35% | +4.8% |
| Q1 2023 | $1,655,510 | +12.4% | 48,506 | +8.6% | 0.34% | +69.7% |
| Q4 2022 | $1,472,719 | +10.3% | 44,682 | +3.9% | 0.20% | -39.1% |
| Q3 2022 | $1,335,000 | +0.4% | 43,024 | +12.5% | 0.32% | +20.4% |
| Q2 2022 | $1,330,000 | -3.8% | 38,241 | +6.9% | 0.27% | +9.8% |
| Q1 2022 | $1,383,000 | +0.7% | 35,779 | +8.1% | 0.25% | +7.9% |
| Q4 2021 | $1,373,000 | -2.0% | 33,104 | +0.5% | 0.23% | -8.1% |
| Q3 2021 | $1,401,000 | -2.6% | 32,943 | +4.1% | 0.25% | -5.7% |
| Q2 2021 | $1,439,000 | +15.3% | 31,634 | +11.0% | 0.26% | -8.0% |
| Q1 2021 | $1,248,000 | +10.4% | 28,509 | +6.3% | 0.29% | +1.1% |
| Q4 2020 | $1,130,000 | +41.2% | 26,811 | +22.5% | 0.28% | +8.8% |
| Q3 2020 | $800,000 | +20.3% | 21,891 | +10.2% | 0.26% | +2.4% |
| Q2 2020 | $665,000 | +18.1% | 19,867 | +0.4% | 0.25% | -1.2% |
| Q1 2020 | $563,000 | -16.3% | 19,789 | +10.5% | 0.26% | +2.0% |
| Q4 2019 | $673,000 | +106.4% | 17,909 | +88.6% | 0.25% | +71.4% |
| Q3 2019 | $326,000 | +33.1% | 9,498 | +40.2% | 0.15% | +38.7% |
| Q2 2019 | $245,000 | +105.9% | 6,774 | +103.5% | 0.11% | +73.8% |
| Q1 2019 | $119,000 | +95.1% | 3,328 | +75.3% | 0.06% | +52.5% |
| Q4 2018 | $61,000 | +84.8% | 1,899 | +102.7% | 0.04% | +100.0% |
| Q3 2018 | $33,000 | – | 937 | – | 0.02% | – |
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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% |