SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 520 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $738,094 | -8.8% | 21,987 | -6.6% | 0.27% | -9.5% |
| Q2 2023 | $809,604 | -0.9% | 23,549 | -1.6% | 0.29% | -5.8% |
| Q1 2023 | $817,108 | +4.0% | 23,941 | +0.4% | 0.31% | -7.1% |
| Q4 2022 | $785,834 | -7.0% | 23,842 | -12.4% | 0.34% | -9.9% |
| Q3 2022 | $845,000 | -8.8% | 27,225 | +2.1% | 0.37% | -7.2% |
| Q2 2022 | $927,000 | -18.5% | 26,653 | -9.4% | 0.40% | -27.8% |
| Q1 2022 | $1,137,000 | -4.2% | 29,431 | +2.9% | 0.56% | +0.9% |
| Q4 2021 | $1,187,000 | -1.8% | 28,604 | +0.6% | 0.55% | -8.0% |
| Q3 2021 | $1,209,000 | -4.8% | 28,434 | +1.9% | 0.60% | -10.7% |
| Q2 2021 | $1,270,000 | +6.8% | 27,902 | +2.8% | 0.67% | -9.9% |
| Q1 2021 | $1,189,000 | -1.2% | 27,152 | -4.9% | 0.75% | -10.1% |
| Q4 2020 | $1,203,000 | +14.4% | 28,539 | -0.8% | 0.83% | -4.9% |
| Q3 2020 | $1,052,000 | +20.1% | 28,769 | +9.8% | 0.87% | +14.3% |
| Q2 2020 | $876,000 | +35.4% | 26,193 | +15.3% | 0.76% | +16.6% |
| Q1 2020 | $647,000 | +13.5% | 22,720 | +49.7% | 0.66% | +25.5% |
| Q4 2019 | $570,000 | +38.3% | 15,176 | +26.3% | 0.52% | +54.4% |
| Q3 2019 | $412,000 | +2.2% | 12,013 | +6.7% | 0.34% | +4.0% |
| Q2 2019 | $403,000 | +17.8% | 11,257 | +17.7% | 0.32% | +26.0% |
| Q1 2019 | $342,000 | +62.9% | 9,561 | +47.3% | 0.26% | +44.9% |
| Q4 2018 | $210,000 | +200.0% | 6,492 | +220.9% | 0.18% | +242.3% |
| Q3 2018 | $70,000 | +6.1% | 2,023 | +8.2% | 0.05% | +4.0% |
| Q2 2018 | $66,000 | +32.0% | 1,869 | +45.6% | 0.05% | +35.1% |
| Q1 2018 | $50,000 | – | 1,284 | – | 0.04% | – |
Download | ||||||
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% |