SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 390 filers reported holding SPDR INDEX SHS FDS in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,268,985 | -1.8% | 127,167 | +0.6% | 1.25% | -4.6% |
| Q2 2023 | $4,345,224 | +4.8% | 126,388 | +4.0% | 1.31% | -5.0% |
| Q1 2023 | $4,148,058 | +6.7% | 121,537 | +3.1% | 1.38% | -1.1% |
| Q4 2022 | $3,886,775 | +28.3% | 117,924 | +20.9% | 1.39% | +18.9% |
| Q3 2022 | $3,029,000 | -22.3% | 97,578 | -13.0% | 1.17% | -19.7% |
| Q2 2022 | $3,899,000 | +8.6% | 112,148 | +20.8% | 1.46% | +24.5% |
| Q1 2022 | $3,589,000 | +153.6% | 92,872 | +172.4% | 1.17% | +154.0% |
| Q4 2021 | $1,415,000 | +8.0% | 34,097 | +10.7% | 0.46% | +19.1% |
| Q3 2021 | $1,310,000 | +1.7% | 30,802 | +8.8% | 0.39% | +1.6% |
| Q2 2021 | $1,288,000 | +5.1% | 28,315 | +1.1% | 0.38% | -9.1% |
| Q1 2021 | $1,226,000 | +1.5% | 28,007 | -2.3% | 0.42% | -3.2% |
| Q4 2020 | $1,208,000 | +18.1% | 28,659 | +2.4% | 0.43% | +3.1% |
| Q3 2020 | $1,023,000 | +14.6% | 27,983 | +4.8% | 0.42% | -13.9% |
| Q2 2020 | $893,000 | +14.0% | 26,703 | -2.9% | 0.49% | -10.1% |
| Q1 2020 | $783,000 | -3.1% | 27,506 | +27.9% | 0.54% | +36.1% |
| Q4 2019 | $808,000 | +15.8% | 21,504 | +5.6% | 0.40% | -3.4% |
| Q3 2019 | $698,000 | -0.9% | 20,368 | +3.5% | 0.41% | -5.1% |
| Q2 2019 | $704,000 | +21.4% | 19,675 | +21.2% | 0.44% | +13.3% |
| Q1 2019 | $580,000 | +14.6% | 16,231 | +3.9% | 0.38% | -2.0% |
| Q4 2018 | $506,000 | +7.2% | 15,622 | +15.2% | 0.39% | +18.4% |
| Q3 2018 | $472,000 | +4.9% | 13,556 | +6.4% | 0.33% | -17.0% |
| Q2 2018 | $450,000 | +4.4% | 12,736 | +16.1% | 0.40% | +9.3% |
| Q1 2018 | $431,000 | +69.0% | 10,972 | +73.3% | 0.36% | +52.7% |
| Q4 2017 | $255,000 | – | 6,332 | – | 0.24% | – |
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% |