SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 574 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,716,000 | +97542.6% | 170,280 | 0.0% | 0.34% | +5.3% |
| Q2 2023 | $5,854 | -8.4% | 170,280 | -9.0% | 0.32% | -18.2% |
| Q1 2023 | $6,388 | +1.0% | 187,164 | -2.4% | 0.40% | -5.0% |
| Q4 2022 | $6,323 | -99.9% | 191,851 | +2.9% | 0.42% | -1.0% |
| Q3 2022 | $5,789,000 | -10.7% | 186,494 | 0.0% | 0.42% | -9.1% |
| Q2 2022 | $6,484,000 | -7.9% | 186,494 | +2.3% | 0.46% | +3.1% |
| Q1 2022 | $7,042,000 | -5.1% | 182,250 | +1.9% | 0.45% | -4.3% |
| Q4 2021 | $7,424,000 | +1.7% | 178,931 | +4.2% | 0.47% | -40.2% |
| Q3 2021 | $7,302,000 | -0.7% | 171,678 | +0.9% | 0.78% | +44.0% |
| Q2 2021 | $7,352,000 | +0.4% | 170,098 | +1.7% | 0.54% | -8.7% |
| Q1 2021 | $7,322,000 | +4.8% | 167,253 | +0.9% | 0.60% | +2.9% |
| Q4 2020 | $6,986,000 | +18.0% | 165,702 | +2.3% | 0.58% | +3.4% |
| Q3 2020 | $5,922,000 | +9.3% | 161,986 | 0.0% | 0.56% | +1.8% |
| Q2 2020 | $5,420,000 | -7.5% | 161,986 | -21.4% | 0.55% | -24.6% |
| Q1 2020 | $5,862,000 | – | 205,990 | – | 0.73% | – |
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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% |