SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 18 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,432,421 | +5.7% | 221,401 | +8.3% | 3.40% | +5.9% |
| Q2 2023 | $7,028,776 | +12.5% | 204,500 | +11.7% | 3.21% | -1.9% |
| Q1 2023 | $6,249,581 | +9.8% | 183,111 | +6.0% | 3.28% | -3.8% |
| Q4 2022 | $5,691,370 | +11.9% | 172,675 | +12.4% | 3.41% | -11.4% |
| Q3 2022 | $5,088,000 | +32.7% | 153,639 | +37.5% | 3.84% | +13.6% |
| Q2 2022 | $3,833,000 | -6.4% | 111,768 | -1.0% | 3.38% | -16.4% |
| Q1 2022 | $4,096,000 | +2.2% | 112,943 | +21.1% | 4.05% | +9.9% |
| Q4 2021 | $4,009,000 | – | 93,248 | – | 3.68% | – |
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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% |