SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 393 filers reported holding SPDR INDEX SHS FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $171,590 | +5.9% | 5,206 | -0.1% | 0.04% | -2.6% |
| Q3 2022 | $162,000 | -6.4% | 5,211 | +4.3% | 0.04% | -2.6% |
| Q2 2022 | $173,000 | -8.0% | 4,995 | +2.9% | 0.04% | +8.3% |
| Q1 2022 | $188,000 | +7.4% | 4,853 | +14.8% | 0.04% | +9.1% |
| Q4 2021 | $175,000 | -3.8% | 4,228 | -1.1% | 0.03% | -5.7% |
| Q3 2021 | $182,000 | -6.7% | 4,275 | -0.3% | 0.04% | -10.3% |
| Q2 2021 | $195,000 | +4.3% | 4,286 | +0.2% | 0.04% | -7.1% |
| Q1 2021 | $187,000 | -5.6% | 4,279 | -9.1% | 0.04% | -51.2% |
| Q4 2020 | $198,000 | +15.1% | 4,707 | -0.1% | 0.09% | +104.8% |
| Q3 2020 | $172,000 | +6.2% | 4,713 | -2.6% | 0.04% | 0.0% |
| Q2 2020 | $162,000 | +20.9% | 4,839 | +2.5% | 0.04% | +10.5% |
| Q1 2020 | $134,000 | +294.1% | 4,719 | +424.3% | 0.04% | +375.0% |
| Q4 2019 | $34,000 | – | 900 | – | 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% |