SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 584 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $168,930 | -15.9% | 5,033 | -13.8% | 0.04% | -10.0% |
| Q2 2023 | $200,753 | +5.0% | 5,840 | +4.3% | 0.04% | 0.0% |
| Q1 2023 | $191,133 | +8.3% | 5,601 | +4.6% | 0.04% | 0.0% |
| Q4 2022 | $176,440 | +4.4% | 5,354 | -1.7% | 0.04% | -4.8% |
| Q3 2022 | $169,000 | +11.9% | 5,448 | +25.7% | 0.04% | +13.5% |
| Q2 2022 | $151,000 | -8.5% | 4,335 | +1.3% | 0.04% | +5.7% |
| Q1 2022 | $165,000 | -0.6% | 4,281 | +6.8% | 0.04% | +2.9% |
| Q4 2021 | $166,000 | -1.8% | 4,010 | +1.2% | 0.03% | -8.1% |
| Q3 2021 | $169,000 | +67.3% | 3,962 | +79.1% | 0.04% | +68.2% |
| Q2 2021 | $101,000 | +5.2% | 2,212 | +0.6% | 0.02% | -4.3% |
| Q1 2021 | $96,000 | +7.9% | 2,198 | +3.9% | 0.02% | 0.0% |
| Q4 2020 | $89,000 | +17.1% | 2,115 | +1.2% | 0.02% | 0.0% |
| Q3 2020 | $76,000 | +8.6% | 2,089 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $70,000 | +20.7% | 2,089 | +1.7% | 0.02% | +4.5% |
| Q1 2020 | $58,000 | -24.7% | 2,054 | 0.0% | 0.02% | -8.3% |
| Q4 2019 | $77,000 | -9.4% | 2,054 | -16.7% | 0.02% | -17.2% |
| Q3 2019 | $85,000 | -3.4% | 2,467 | +0.2% | 0.03% | -6.5% |
| Q2 2019 | $88,000 | -14.6% | 2,463 | -14.2% | 0.03% | -18.4% |
| Q1 2019 | $103,000 | +12.0% | 2,872 | +0.6% | 0.04% | +2.7% |
| Q4 2018 | $92,000 | – | 2,856 | – | 0.04% | – |
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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% |