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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $3,051,000 | -9.6% | 87,736 | +0.4% | 1.16% | +0.6% |
| Q1 2022 | $3,376,000 | +31.5% | 87,358 | +41.2% | 1.15% | +33.8% |
| Q4 2021 | $2,568,000 | -8.5% | 61,884 | -6.3% | 0.86% | -7.0% |
| Q3 2021 | $2,808,000 | -10.1% | 66,018 | -3.9% | 0.93% | -4.6% |
| Q2 2021 | $3,125,000 | +1.5% | 68,680 | -2.3% | 0.97% | +1.4% |
| Q1 2021 | $3,079,000 | -43.3% | 70,324 | -45.4% | 0.96% | -42.5% |
| Q4 2020 | $5,434,000 | +7.0% | 128,900 | -7.2% | 1.67% | +7.5% |
| Q3 2020 | $5,080,000 | -18.6% | 138,945 | -25.5% | 1.55% | -8.9% |
| Q2 2020 | $6,244,000 | +12.4% | 186,615 | -4.4% | 1.70% | +5.8% |
| Q1 2020 | $5,556,000 | -27.9% | 195,229 | -4.8% | 1.61% | -5.6% |
| Q4 2019 | $7,710,000 | +6.3% | 205,096 | -3.1% | 1.70% | -6.5% |
| Q3 2019 | $7,256,000 | – | 211,678 | – | 1.82% | – |
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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% |