SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 520 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,520 | -2.4% | 224 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $7,701 | +6.7% | 224 | +2.3% | 0.00% | 0.0% |
| Q4 2022 | $7,218 | -76.7% | 219 | -78.4% | 0.00% | -80.0% |
| Q3 2022 | $31,000 | -99.9% | 1,014 | +46.5% | 0.01% | 0.0% |
| Q1 2021 | $30,282,000 | +104320.7% | 692 | 0.0% | 0.01% | -16.7% |
| Q4 2020 | $29,000 | +16.0% | 692 | +1.3% | 0.01% | -14.3% |
| Q3 2020 | $25,000 | +8.7% | 683 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $23,000 | +21.1% | 683 | +0.9% | 0.01% | 0.0% |
| Q1 2020 | $19,000 | -24.0% | 677 | 0.0% | 0.01% | +75.0% |
| Q4 2019 | $25,000 | +8.7% | 677 | +1.8% | 0.00% | -42.9% |
| Q3 2019 | $23,000 | -4.2% | 665 | +1.1% | 0.01% | -12.5% |
| Q2 2019 | $24,000 | 0.0% | 658 | 0.0% | 0.01% | -27.3% |
| Q1 2019 | $24,000 | +14.3% | 658 | +1.4% | 0.01% | 0.0% |
| Q4 2018 | $21,000 | -8.7% | 649 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $23,000 | 0.0% | 649 | 0.0% | 0.01% | -15.4% |
| Q2 2018 | $23,000 | – | 649 | – | 0.01% | – |
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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% |