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 | $3,418,498 | +1.0% | 101,832 | +5.1% | 1.07% | +3.1% |
| Q2 2023 | $3,383,510 | +5.6% | 96,921 | +3.2% | 1.04% | +10.6% |
| Q1 2023 | $3,205,394 | +26.5% | 93,945 | +22.2% | 0.94% | +16.7% |
| Q4 2022 | $2,533,461 | -11.9% | 76,865 | -17.0% | 0.80% | -19.2% |
| Q3 2022 | $2,875,000 | -12.7% | 92,625 | -2.2% | 1.00% | -11.6% |
| Q2 2022 | $3,294,000 | -34.1% | 94,726 | -26.8% | 1.13% | -29.3% |
| Q1 2022 | $5,001,000 | -12.6% | 129,438 | -6.2% | 1.59% | -19.6% |
| Q4 2021 | $5,724,000 | -5.4% | 137,957 | -3.1% | 1.98% | -15.7% |
| Q3 2021 | $6,053,000 | -12.0% | 142,323 | -5.9% | 2.35% | -20.2% |
| Q2 2021 | $6,880,000 | +8.0% | 151,218 | +3.9% | 2.94% | +7.2% |
| Q1 2021 | $6,371,000 | +37.0% | 145,523 | +31.9% | 2.74% | +17.9% |
| Q4 2020 | $4,652,000 | – | 110,353 | – | 2.33% | – |
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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% |