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 | $330,354 | -8.2% | 9,840 | -15.4% | 0.03% | -15.2% |
| Q3 2022 | $360,000 | +18.4% | 11,628 | +33.0% | 0.03% | +3.1% |
| Q2 2022 | $304,000 | -6.2% | 8,744 | +4.1% | 0.03% | -3.0% |
| Q1 2022 | $324,000 | -13.8% | 8,403 | -7.3% | 0.03% | -10.8% |
| Q4 2021 | $376,000 | +27.5% | 9,065 | +30.6% | 0.04% | +15.6% |
| Q3 2021 | $295,000 | +0.7% | 6,942 | +7.8% | 0.03% | -3.0% |
| Q2 2021 | $293,000 | +18.1% | 6,442 | +13.3% | 0.03% | +6.5% |
| Q1 2021 | $248,000 | -76.4% | 5,684 | -77.2% | 0.03% | -78.6% |
| Q4 2020 | $1,051,000 | +18.5% | 24,945 | -2.4% | 0.14% | -14.7% |
| Q1 2019 | $887,000 | +97.6% | 25,553 | +70.3% | 0.17% | +60.4% |
| Q4 2018 | $449,000 | +112.8% | 15,002 | +125.4% | 0.11% | +146.5% |
| Q2 2018 | $211,000 | – | 6,657 | – | 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% |