SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 574 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $695,509 | +6.7% | 20,718 | +9.3% | 0.36% | +13.4% |
| Q2 2023 | $651,782 | -7.3% | 18,958 | -7.9% | 0.31% | +0.6% |
| Q1 2023 | $702,805 | +9.4% | 20,592 | +5.7% | 0.31% | +9.5% |
| Q4 2022 | $642,193 | +8.8% | 19,484 | +2.5% | 0.28% | -9.3% |
| Q3 2022 | $590,000 | -43.1% | 19,007 | -36.3% | 0.31% | -48.9% |
| Q2 2022 | $1,037,000 | -2.7% | 29,823 | +8.1% | 0.61% | +7.4% |
| Q1 2022 | $1,066,000 | -0.9% | 27,581 | +6.4% | 0.57% | +6.3% |
| Q4 2021 | $1,076,000 | +2.5% | 25,933 | +5.1% | 0.54% | -7.3% |
| Q3 2021 | $1,050,000 | -3.7% | 24,678 | +3.0% | 0.58% | +1.0% |
| Q2 2021 | $1,090,000 | +8.0% | 23,961 | +4.0% | 0.57% | -2.6% |
| Q1 2021 | $1,009,000 | +6.8% | 23,043 | +2.8% | 0.59% | +3.9% |
| Q4 2020 | $945,000 | +94.4% | 22,410 | +68.6% | 0.56% | +61.0% |
| Q3 2020 | $486,000 | – | 13,288 | – | 0.35% | – |
| Q1 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2019 | $834,000 | +28.1% | 22,204 | +16.9% | 0.47% | +23.9% |
| Q3 2019 | $651,000 | -0.9% | 19,002 | +3.6% | 0.38% | -3.6% |
| Q2 2019 | $657,000 | +14.5% | 18,347 | +14.4% | 0.39% | +11.6% |
| Q1 2019 | $574,000 | +16.9% | 16,041 | +5.6% | 0.35% | -20.7% |
| Q4 2018 | $491,000 | -9.6% | 15,185 | -2.6% | 0.44% | +18.7% |
| Q3 2018 | $543,000 | +5.6% | 15,596 | +7.2% | 0.38% | -4.6% |
| Q2 2018 | $514,000 | +30.8% | 14,552 | +45.6% | 0.39% | +18.4% |
| Q1 2018 | $393,000 | +39200.0% | 9,995 | +71292.9% | 0.33% | +33100.0% |
| Q4 2017 | $1,000 | – | 14 | – | 0.00% | – |
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% |