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 | $1,847 | -34.3% | 55,037 | -32.5% | 0.13% | +90.0% |
| Q2 2023 | $2,810 | +109.9% | 81,567 | +107.9% | 0.07% | +6.1% |
| Q1 2023 | $1,339 | -7.4% | 39,237 | -10.6% | 0.07% | -17.5% |
| Q4 2022 | $1,446 | -99.9% | 43,887 | -25.5% | 0.08% | -27.3% |
| Q3 2022 | $1,829,000 | +13.0% | 58,942 | +26.6% | 0.11% | +25.0% |
| Q2 2022 | $1,619,000 | -53.7% | 46,562 | -48.5% | 0.09% | -51.4% |
| Q1 2022 | $3,494,000 | +25.1% | 90,405 | +34.3% | 0.18% | +31.2% |
| Q4 2021 | $2,793,000 | +52.0% | 67,303 | +55.8% | 0.14% | +27.8% |
| Q3 2021 | $1,837,000 | -7.5% | 43,199 | -1.0% | 0.11% | -12.2% |
| Q2 2021 | $1,985,000 | +30.0% | 43,633 | +25.1% | 0.12% | +6.0% |
| Q1 2021 | $1,527,000 | +25.0% | 34,882 | +20.3% | 0.12% | +14.9% |
| Q4 2020 | $1,222,000 | +1.5% | 28,986 | -12.0% | 0.10% | -39.5% |
| Q3 2020 | $1,204,000 | +136.5% | 32,940 | +116.4% | 0.17% | +111.4% |
| Q2 2020 | $509,000 | +5.8% | 15,224 | -9.8% | 0.08% | -14.1% |
| Q1 2020 | $481,000 | +3.2% | 16,884 | +36.1% | 0.09% | +16.5% |
| Q4 2019 | $466,000 | +85.7% | 12,403 | +69.6% | 0.08% | +64.6% |
| Q3 2019 | $251,000 | -4.2% | 7,312 | -0.1% | 0.05% | -12.7% |
| Q2 2019 | $262,000 | – | 7,319 | – | 0.06% | – |
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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% |