SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 327 filers reported holding SPDR INDEX SHS FDS in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,714,608 | -4.7% | 110,653 | -2.4% | 1.11% | -4.9% |
| Q2 2023 | $3,897,303 | +0.4% | 113,360 | -0.3% | 1.17% | -4.8% |
| Q1 2023 | $3,880,227 | +3.4% | 113,690 | -0.2% | 1.23% | -2.2% |
| Q4 2022 | $3,752,879 | +6.2% | 113,862 | -0.0% | 1.26% | -4.6% |
| Q3 2022 | $3,535,000 | -11.4% | 113,895 | -0.7% | 1.32% | -6.7% |
| Q2 2022 | $3,988,000 | -33.4% | 114,711 | -26.0% | 1.41% | -24.3% |
| Q1 2022 | $5,990,000 | -8.8% | 155,023 | -2.1% | 1.87% | -7.3% |
| Q4 2021 | $6,568,000 | -3.8% | 158,294 | -1.4% | 2.01% | -14.2% |
| Q3 2021 | $6,827,000 | -6.7% | 160,520 | -0.2% | 2.35% | -8.1% |
| Q2 2021 | $7,319,000 | -30.8% | 160,857 | -33.5% | 2.55% | -36.9% |
| Q1 2021 | $10,584,000 | +18.6% | 241,745 | +14.2% | 4.05% | +5.7% |
| Q4 2020 | $8,921,000 | +32.1% | 211,619 | +4.9% | 3.83% | +9.9% |
| Q3 2020 | $6,752,000 | 0.0% | 201,809 | 0.0% | 3.48% | 0.0% |
| Q2 2020 | $6,752,000 | +24.2% | 201,809 | +5.6% | 3.48% | -23.3% |
| Q1 2020 | $5,437,000 | -30.8% | 191,060 | -8.6% | 4.54% | -6.5% |
| Q4 2019 | $7,857,000 | +29.3% | 209,044 | +17.9% | 4.86% | +17.4% |
| Q3 2019 | $6,076,000 | +9.9% | 177,262 | +14.7% | 4.14% | -7.3% |
| Q2 2019 | $5,530,000 | +9.3% | 154,530 | +9.2% | 4.47% | +4.0% |
| Q1 2019 | $5,060,000 | +21.1% | 141,515 | +9.6% | 4.30% | +8.7% |
| Q4 2018 | $4,177,000 | – | 129,096 | – | 3.95% | – |
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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% |