SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 569 filers reported holding SPDR INDEX SHS FDS in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $295,000 | -20.9% | 7,644 | -15.1% | 0.09% | -25.6% |
| Q4 2021 | $373,000 | -21.5% | 9,002 | -19.4% | 0.12% | -37.4% |
| Q3 2021 | $475,000 | -66.1% | 11,163 | -63.8% | 0.19% | -69.2% |
| Q2 2021 | $1,403,000 | +5.3% | 30,827 | +1.2% | 0.61% | -10.3% |
| Q1 2021 | $1,333,000 | +0.5% | 30,459 | -3.2% | 0.68% | -11.2% |
| Q4 2020 | $1,326,000 | +22.8% | 31,457 | +6.5% | 0.76% | +4.7% |
| Q3 2020 | $1,080,000 | -0.9% | 29,537 | -1.5% | 0.73% | -16.2% |
| Q2 2020 | $1,090,000 | -7.9% | 29,974 | -4.7% | 0.87% | -15.6% |
| Q4 2019 | $1,183,000 | – | 31,450 | – | 1.03% | – |
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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% |