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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $561,756 | +4.7% | 16,734 | +7.2% | 0.26% | +4.9% |
| Q2 2023 | $536,431 | -3.7% | 15,603 | -4.4% | 0.24% | -14.7% |
| Q1 2023 | $557,138 | -3.0% | 16,324 | -6.3% | 0.28% | -7.5% |
| Q4 2022 | $574,328 | +5.8% | 17,425 | -0.3% | 0.31% | +4.1% |
| Q3 2022 | $543,000 | -8.9% | 17,479 | +1.9% | 0.30% | -6.0% |
| Q2 2022 | $596,000 | -0.3% | 17,153 | +10.8% | 0.32% | +21.6% |
| Q1 2022 | $598,000 | +41.7% | 15,481 | +52.1% | 0.26% | +41.5% |
| Q4 2021 | $422,000 | +6.8% | 10,175 | +9.5% | 0.18% | -1.1% |
| Q3 2021 | $395,000 | +6.2% | 9,294 | +11.2% | 0.18% | -14.7% |
| Q2 2021 | $372,000 | – | 8,355 | – | 0.22% | – |
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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% |