SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 390 filers reported holding SPDR INDEX SHS FDS in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,313,559 | -2.4% | 128,494 | -0.0% | 0.49% | -0.6% |
| Q2 2023 | $4,417,705 | +13.0% | 128,496 | +12.2% | 0.50% | -0.4% |
| Q1 2023 | $3,910,276 | +32.0% | 114,569 | +27.4% | 0.50% | +22.0% |
| Q4 2022 | $2,963,120 | +16.3% | 89,900 | +9.5% | 0.41% | +8.8% |
| Q3 2022 | $2,548,000 | -7.6% | 82,086 | +3.4% | 0.38% | -2.1% |
| Q2 2022 | $2,759,000 | -30.2% | 79,349 | -22.5% | 0.38% | -22.3% |
| Q1 2022 | $3,955,000 | +11.7% | 102,349 | +19.9% | 0.49% | +14.9% |
| Q4 2021 | $3,541,000 | +6.8% | 85,334 | +9.5% | 0.43% | -4.7% |
| Q3 2021 | $3,314,000 | +5.5% | 77,912 | +12.9% | 0.45% | -24.2% |
| Q2 2021 | $3,140,000 | +17.4% | 69,021 | +13.0% | 0.60% | +9.8% |
| Q1 2021 | $2,674,000 | +22.5% | 61,089 | +18.0% | 0.54% | +5.9% |
| Q4 2020 | $2,183,000 | +22.5% | 51,749 | +6.1% | 0.51% | +5.6% |
| Q3 2020 | $1,782,000 | -0.7% | 48,770 | -9.1% | 0.48% | -10.0% |
| Q2 2020 | $1,795,000 | – | 53,634 | – | 0.54% | – |
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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% |