SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 18 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,182,880 | +3.7% | 243,756 | +6.2% | 3.54% | +4.4% |
| Q2 2023 | $7,892,607 | +2.8% | 229,570 | +2.0% | 3.39% | -2.1% |
| Q1 2023 | $7,678,729 | +3.8% | 224,985 | +0.3% | 3.47% | -1.6% |
| Q4 2022 | $7,395,136 | +12.1% | 224,367 | +5.6% | 3.52% | +0.8% |
| Q3 2022 | $6,595,000 | -7.0% | 212,477 | +4.1% | 3.50% | -3.6% |
| Q2 2022 | $7,095,000 | -4.5% | 204,056 | +6.2% | 3.63% | +7.5% |
| Q1 2022 | $7,426,000 | -1.9% | 192,195 | +5.4% | 3.37% | +1.0% |
| Q4 2021 | $7,568,000 | -0.4% | 182,414 | +3.5% | 3.34% | -3.1% |
| Q3 2021 | $7,602,000 | +7.1% | 176,293 | +13.0% | 3.45% | -4.5% |
| Q2 2021 | $7,096,000 | +8.9% | 155,953 | +4.8% | 3.61% | +1.7% |
| Q1 2021 | $6,515,000 | +6.0% | 148,818 | +2.1% | 3.55% | -3.6% |
| Q4 2020 | $6,144,000 | +16.1% | 145,728 | +0.7% | 3.68% | +0.0% |
| Q3 2020 | $5,290,000 | +10.6% | 144,689 | +1.2% | 3.68% | +1.9% |
| Q2 2020 | $4,782,000 | +23.3% | 142,910 | +4.8% | 3.61% | +2.9% |
| Q1 2020 | $3,879,000 | -18.5% | 136,304 | +7.7% | 3.51% | -2.8% |
| Q4 2019 | $4,757,000 | – | 126,547 | – | 3.61% | – |
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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% |