SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 603 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,338,487 | +3.0% | 367,545 | +5.5% | 0.05% | +4.3% |
| Q2 2023 | $11,973,527 | +125435.0% | 348,270 | +24.6% | 0.05% | +12.2% |
| Q1 2023 | $9,538 | +1899.6% | 279,466 | +1829.5% | 0.04% | +1950.0% |
| Q4 2022 | $477 | -99.9% | 14,484 | -15.4% | 0.00% | -33.3% |
| Q3 2022 | $531,000 | -10.9% | 17,121 | -0.2% | 0.00% | 0.0% |
| Q2 2022 | $596,000 | -9.1% | 17,151 | +1.0% | 0.00% | 0.0% |
| Q1 2022 | $656,000 | -7.6% | 16,979 | -0.9% | 0.00% | 0.0% |
| Q4 2021 | $710,000 | +0.4% | 17,128 | +2.9% | 0.00% | -25.0% |
| Q3 2021 | $707,000 | +2.6% | 16,643 | +9.9% | 0.00% | 0.0% |
| Q2 2021 | $689,000 | +6163.6% | 15,143 | +5508.5% | 0.00% | – |
| Q1 2021 | $11,000 | 0.0% | 270 | 0.0% | 0.00% | – |
| Q4 2020 | $11,000 | +22.2% | 270 | 0.0% | 0.00% | – |
| Q3 2020 | $9,000 | -50.0% | 270 | -50.0% | 0.00% | – |
| Q2 2020 | $18,000 | +20.0% | 540 | 0.0% | 0.00% | – |
| Q1 2020 | $15,000 | -25.0% | 540 | 0.0% | 0.00% | – |
| Q4 2019 | $20,000 | – | 540 | – | 0.00% | – |
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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% |