SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 609 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,691,166 | +17.1% | 139,743 | +19.9% | 0.03% | +16.7% |
| Q2 2023 | $4,007,532 | +35.9% | 116,566 | +34.9% | 0.02% | +26.3% |
| Q1 2023 | $2,949,217 | +20.1% | 86,411 | +16.0% | 0.02% | +5.6% |
| Q4 2022 | $2,455,872 | +8.3% | 74,511 | +2.0% | 0.02% | 0.0% |
| Q3 2022 | $2,268,000 | -6.1% | 73,071 | +5.2% | 0.02% | -5.3% |
| Q2 2022 | $2,415,000 | -32.1% | 69,449 | -24.5% | 0.02% | -20.8% |
| Q1 2022 | $3,555,000 | +21.3% | 92,008 | +30.2% | 0.02% | +20.0% |
| Q4 2021 | $2,931,000 | +3.1% | 70,648 | +5.7% | 0.02% | -13.0% |
| Q3 2021 | $2,843,000 | -67.0% | 66,846 | -64.7% | 0.02% | -69.3% |
| Q2 2021 | $8,606,000 | +15.8% | 189,136 | +11.4% | 0.08% | 0.0% |
| Q1 2021 | $7,431,000 | +4.3% | 169,740 | +0.5% | 0.08% | -7.4% |
| Q4 2020 | $7,123,000 | -24.8% | 168,960 | -34.7% | 0.08% | -40.0% |
| Q3 2020 | $9,467,000 | +191.6% | 258,940 | +166.9% | 0.14% | +170.0% |
| Q2 2020 | $3,247,000 | -57.2% | 97,034 | -63.6% | 0.05% | -71.3% |
| Q1 2020 | $7,584,000 | +80.5% | 266,485 | +138.4% | 0.17% | +91.2% |
| Q4 2019 | $4,201,000 | -62.3% | 111,762 | -65.6% | 0.09% | -71.7% |
| Q3 2019 | $11,135,000 | +68.8% | 324,811 | +76.2% | 0.32% | +62.6% |
| Q2 2019 | $6,598,000 | +92.1% | 184,360 | +92.0% | 0.20% | -17.2% |
| Q1 2019 | $3,434,000 | +549.1% | 96,042 | +487.5% | 0.24% | +162.6% |
| Q4 2018 | $529,000 | -29.4% | 16,348 | -24.0% | 0.09% | +122.0% |
| Q3 2018 | $749,000 | -73.6% | 21,513 | -73.2% | 0.04% | -78.8% |
| Q2 2018 | $2,833,000 | -17.6% | 80,163 | -8.4% | 0.19% | -27.2% |
| Q1 2018 | $3,438,000 | +24.8% | 87,477 | +21.2% | 0.26% | +9.1% |
| Q4 2017 | $2,754,000 | +717.2% | 72,192 | +1327.8% | 0.24% | +507.5% |
| Q2 2017 | $337,000 | – | 5,056 | – | 0.04% | – |
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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% |