SlateStone Wealth, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 393 filers reported holding SPDR INDEX SHS FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
SlateStone Wealth, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q1 2023$452
-99.9%
13,234
-12.3%
0.09%
-21.7%
Q4 2022$497,333
-6.3%
15,089
-11.9%
0.12%
-14.9%
Q3 2022$531,000
-32.0%
17,120
-23.8%
0.14%
-29.5%
Q2 2022$781,000
-10.2%
22,463
-0.2%
0.20%
+3.1%
Q1 2022$870,000
-34.7%
22,515
-29.9%
0.19%
-31.9%
Q4 2021$1,332,000
-0.5%
32,113
+2.0%
0.28%
-7.2%
Q3 2021$1,339,000
-3.0%
31,477
+3.7%
0.31%
-2.8%
Q2 2021$1,380,000
+1.4%
30,340
-2.4%
0.32%
-6.0%
Q1 2021$1,361,000
+10.7%
31,098
+6.6%
0.34%
+9.4%
Q4 2020$1,230,000
+7.4%
29,170
-6.8%
0.31%
+24.3%
Q3 2020$1,145,000
+40.7%
31,315
+28.7%
0.25%
+35.7%
Q2 2020$814,000
+45.4%
24,326
+23.6%
0.18%
+14.5%
Q1 2020$560,000
-25.5%
19,682
-1.6%
0.16%
-7.6%
Q4 2019$752,000
+9.5%
19,994
-0.2%
0.17%
-14.4%
Q3 2019$687,000
+2.5%
20,041
+7.1%
0.20%
+6.3%
Q2 2019$670,000
+72.7%
18,712
+72.3%
0.19%
+58.8%
Q1 2019$388,000
+54.6%
10,862
+39.9%
0.12%
+3.5%
Q4 2018$251,0007,7630.12%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2020
NameSharesValueWeighting ↓
WALLER FINANCIAL PLANNING GROUP, INC 476,355$16,867,7364.43%
CGN Advisors LLC 482,787$17,095,5052.37%
Boltwood Capital Management 107,568$3,808,9831.26%
ST GERMAIN D J CO INC 666,062$23,585,2551.23%
Stonehearth Capital Management, LLC 37,113$1,314,1710.65%
Boston Standard Wealth Management, LLC 65,163$2,188,0000.58%
Valued Wealth Advisors LLC 17,272$579,8070.54%
CATALYST PRIVATE WEALTH, LLC 16,493$584,0270.27%
Pacifica Partners Inc. 12,487$431,4330.21%
Pure Financial Advisors, LLC 137,297$4,861,6830.17%
View complete list of SPDR INDEX SHS FDS shareholders