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 | $60,575,315 | +1.0% | 1,804,448 | +3.5% | 1.10% | +1.2% |
| Q2 2023 | $59,946,908 | +11.6% | 1,743,656 | +10.7% | 1.09% | -7.8% |
| Q1 2023 | $53,739,595 | -8.7% | 1,574,555 | -11.9% | 1.18% | -18.7% |
| Q4 2022 | $58,882,115 | +36.1% | 1,786,471 | +28.2% | 1.46% | +17.7% |
| Q3 2022 | $43,261,000 | -3.9% | 1,393,709 | +7.6% | 1.24% | -3.1% |
| Q2 2022 | $45,027,000 | -7.6% | 1,295,021 | +2.7% | 1.28% | +2.8% |
| Q1 2022 | $48,713,000 | +16.3% | 1,260,704 | +24.8% | 1.24% | +18.3% |
| Q4 2021 | $41,898,000 | +4.4% | 1,009,814 | +7.1% | 1.05% | -9.1% |
| Q3 2021 | $40,115,000 | +2.6% | 943,183 | +7.2% | 1.16% | -8.5% |
| Q2 2021 | $39,092,000 | +8.8% | 879,458 | +7.2% | 1.26% | -9.5% |
| Q1 2021 | $35,929,000 | +2.1% | 820,634 | -1.7% | 1.40% | -10.7% |
| Q4 2020 | $35,187,000 | +17.9% | 834,620 | +3.4% | 1.56% | -10.1% |
| Q3 2020 | $29,854,000 | +2.9% | 806,870 | -0.1% | 1.74% | -11.7% |
| Q2 2020 | $29,002,000 | +20.7% | 807,620 | -0.7% | 1.97% | +1.5% |
| Q1 2020 | $24,025,000 | -13.0% | 813,032 | +10.7% | 1.94% | -13.4% |
| Q4 2019 | $27,610,000 | +5.0% | 734,527 | +2.9% | 2.24% | +3.0% |
| Q3 2019 | $26,301,000 | +15.6% | 713,924 | +7.1% | 2.18% | +0.4% |
| Q2 2019 | $22,759,000 | +11.2% | 666,824 | +16.6% | 2.17% | +37.3% |
| Q1 2019 | $20,459,000 | +25.7% | 572,107 | +25.3% | 1.58% | -25.5% |
| Q4 2018 | $16,278,000 | – | 456,609 | – | 2.12% | – |
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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% |