SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 609 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,530,478 | +11.9% | 939,243 | +14.6% | 0.39% | -14.6% |
| Q2 2023 | $28,167,785 | +35.9% | 819,307 | +34.9% | 0.46% | +30.3% |
| Q1 2023 | $20,727,206 | +21.5% | 607,298 | +17.3% | 0.35% | +6.6% |
| Q4 2022 | $17,062,656 | +17.0% | 517,673 | +10.1% | 0.33% | +1.5% |
| Q3 2022 | $14,588,000 | -8.6% | 469,989 | +2.4% | 0.33% | -3.3% |
| Q2 2022 | $15,953,000 | -21.8% | 458,975 | -13.0% | 0.34% | +20.4% |
| Q1 2022 | $20,391,000 | +42.2% | 527,706 | +52.7% | 0.28% | -25.1% |
| Q4 2021 | $14,340,000 | -5.4% | 345,631 | -3.1% | 0.37% | 0.0% |
| Q3 2021 | $15,164,000 | +15.9% | 356,560 | +24.0% | 0.37% | -19.2% |
| Q2 2021 | $13,079,000 | +71.8% | 287,454 | +65.3% | 0.46% | -1.1% |
| Q1 2021 | $7,615,000 | +11.5% | 173,937 | +7.4% | 0.47% | +0.2% |
| Q4 2020 | $6,832,000 | +19.3% | 162,020 | +3.4% | 0.47% | -15.7% |
| Q3 2020 | $5,727,000 | +13.8% | 156,634 | +4.2% | 0.55% | +9.9% |
| Q2 2020 | $5,031,000 | +23.2% | 150,331 | +4.7% | 0.50% | -22.6% |
| Q1 2020 | $4,084,000 | +114.8% | 143,589 | +183.6% | 0.65% | +10.5% |
| Q4 2019 | $1,901,000 | +56.5% | 50,632 | +42.9% | 0.59% | +12.2% |
| Q3 2019 | $1,215,000 | -12.0% | 35,435 | -8.4% | 0.52% | +4.2% |
| Q2 2019 | $1,381,000 | – | 38,677 | – | 0.50% | – |
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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% |