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 | $589,434 | -4.9% | 17,558 | -2.6% | 0.01% | 0.0% |
| Q2 2023 | $619,849 | +1.4% | 18,029 | +0.7% | 0.01% | -10.0% |
| Q1 2023 | $611,303 | +10.1% | 17,911 | +6.3% | 0.01% | +11.1% |
| Q4 2022 | $555,146 | +12.8% | 16,843 | +6.2% | 0.01% | 0.0% |
| Q3 2022 | $492,000 | -14.0% | 15,854 | -3.6% | 0.01% | -10.0% |
| Q2 2022 | $572,000 | +2.5% | 16,445 | +13.9% | 0.01% | +11.1% |
| Q1 2022 | $558,000 | +3.3% | 14,433 | +11.0% | 0.01% | +12.5% |
| Q4 2021 | $540,000 | -0.4% | 13,007 | +2.0% | 0.01% | -11.1% |
| Q3 2021 | $542,000 | -0.9% | 12,750 | +6.1% | 0.01% | 0.0% |
| Q2 2021 | $547,000 | -99.9% | 12,014 | -45.2% | 0.01% | +12.5% |
| Q1 2021 | $960,470,000 | +210068.5% | 21,938 | +102.3% | 0.01% | -20.0% |
| Q4 2020 | $457,000 | +30.2% | 10,844 | +13.0% | 0.01% | +11.1% |
| Q3 2020 | $351,000 | +19.0% | 9,600 | +8.7% | 0.01% | +12.5% |
| Q2 2020 | $295,000 | +20.4% | 8,831 | +2.4% | 0.01% | -11.1% |
| Q1 2020 | $245,000 | -22.0% | 8,621 | +3.2% | 0.01% | 0.0% |
| Q4 2019 | $314,000 | +398.4% | 8,356 | +348.8% | 0.01% | +350.0% |
| Q3 2019 | $63,000 | +800.0% | 1,862 | +782.5% | 0.00% | – |
| Q2 2019 | $7,000 | -75.9% | 211 | -74.8% | 0.00% | -100.0% |
| Q3 2018 | $29,000 | -3.3% | 837 | 0.0% | 0.00% | -50.0% |
| Q2 2018 | $30,000 | -69.7% | 837 | -67.0% | 0.00% | -71.4% |
| Q1 2018 | $99,000 | +200.0% | 2,533 | +186.2% | 0.01% | +133.3% |
| Q4 2017 | $33,000 | +73.7% | 885 | +223.0% | 0.00% | +50.0% |
| Q3 2017 | $19,000 | +1800.0% | 274 | +1145.5% | 0.00% | – |
| Q2 2017 | $1,000 | – | 22 | – | 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% |