SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 584 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25 | -19.4% | 754 | -17.7% | 0.00% | -25.0% |
| Q2 2023 | $31 | +63.2% | 916 | +61.8% | 0.00% | +33.3% |
| Q1 2023 | $19 | +5.6% | 566 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $18 | -99.9% | 566 | -6.6% | 0.00% | 0.0% |
| Q3 2022 | $19,000 | -9.5% | 606 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $21,000 | -8.7% | 606 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $23,000 | -43.9% | 606 | -38.7% | 0.00% | -50.0% |
| Q4 2021 | $41,000 | -2.4% | 989 | -0.3% | 0.01% | 0.0% |
| Q3 2021 | $42,000 | -22.2% | 992 | -17.0% | 0.01% | -25.0% |
| Q2 2021 | $54,000 | -11.5% | 1,195 | -14.5% | 0.01% | -20.0% |
| Q1 2021 | $61,000 | -38.4% | 1,397 | -40.7% | 0.01% | -41.2% |
| Q4 2020 | $99,000 | -16.1% | 2,357 | -26.8% | 0.02% | -32.0% |
| Q3 2020 | $118,000 | +2.6% | 3,219 | -6.6% | 0.02% | 0.0% |
| Q2 2020 | $115,000 | -86.7% | 3,445 | -88.7% | 0.02% | -77.1% |
| Q1 2020 | $866,000 | +61.3% | 30,408 | +112.8% | 0.11% | -5.2% |
| Q4 2019 | $537,000 | +15.5% | 14,290 | +5.3% | 0.12% | +7.5% |
| Q3 2019 | $465,000 | +10.5% | 13,566 | +15.2% | 0.11% | +1.9% |
| Q2 2019 | $421,000 | +5.0% | 11,777 | +5.1% | 0.10% | +1.9% |
| Q1 2019 | $401,000 | +14.6% | 11,209 | +3.6% | 0.10% | +4.0% |
| Q4 2018 | $350,000 | – | 10,820 | – | 0.10% | – |
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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% |