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 | $4,636,871 | -1.0% | 138,126 | +1.4% | 0.24% | -3.7% |
| Q2 2023 | $4,684,985 | +4.1% | 136,271 | +3.3% | 0.24% | -5.1% |
| Q1 2023 | $4,501,925 | +11.9% | 131,905 | +8.0% | 0.26% | +1.6% |
| Q4 2022 | $4,024,626 | +2.3% | 122,106 | -3.7% | 0.25% | -15.4% |
| Q3 2022 | $3,935,000 | +42.4% | 126,772 | +59.5% | 0.30% | +22.5% |
| Q2 2022 | $2,764,000 | -19.8% | 79,481 | -10.9% | 0.24% | -6.5% |
| Q1 2022 | $3,446,000 | +14.0% | 89,179 | +22.3% | 0.26% | +17.0% |
| Q4 2021 | $3,024,000 | +24.3% | 72,891 | +27.4% | 0.22% | +12.6% |
| Q3 2021 | $2,433,000 | -8.9% | 57,202 | -2.5% | 0.20% | +17.2% |
| Q2 2021 | $2,670,000 | +6.0% | 58,687 | +1.9% | 0.17% | -6.6% |
| Q1 2021 | $2,520,000 | +16.3% | 57,566 | +12.1% | 0.18% | +0.6% |
| Q4 2020 | $2,166,000 | +77.3% | 51,365 | +53.7% | 0.18% | +46.3% |
| Q3 2020 | $1,222,000 | +41.6% | 33,412 | +29.5% | 0.12% | +4.2% |
| Q2 2020 | $863,000 | +64.7% | 25,802 | +40.2% | 0.12% | +57.3% |
| Q1 2020 | $524,000 | +803.4% | 18,404 | +1122.0% | 0.08% | +368.8% |
| Q1 2018 | $58,000 | -6.5% | 1,506 | -2.6% | 0.02% | 0.0% |
| Q4 2017 | $62,000 | +31.9% | 1,546 | +142.7% | 0.02% | -20.0% |
| Q3 2017 | $47,000 | +67.9% | 637 | +1720.0% | 0.02% | +42.9% |
| Q2 2017 | $28,000 | +833.3% | 35 | 0.0% | 0.01% | +600.0% |
| Q1 2017 | $3,000 | -40.0% | 35 | -60.7% | 0.00% | -50.0% |
| Q4 2016 | $5,000 | – | 89 | – | 0.00% | – |
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% |