SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 527 filers reported holding SPDR INDEX SHS FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $244,201 | -25.5% | 7,103 | -26.0% | 0.07% | -25.8% |
Q1 2023 | $327,682 | +0.4% | 9,601 | +1.7% | 0.09% | -6.3% |
Q4 2022 | $326,514 | +11.1% | 9,445 | +3.4% | 0.10% | +4.4% |
Q3 2022 | $294,000 | -29.7% | 9,137 | -24.1% | 0.09% | -27.2% |
Q2 2022 | $418,000 | -20.4% | 12,033 | -10.8% | 0.12% | +6.8% |
Q1 2022 | $525,000 | +143.1% | 13,486 | +184.1% | 0.12% | +116.7% |
Q2 2021 | $216,000 | -20.6% | 4,747 | -23.7% | 0.05% | -27.0% |
Q1 2021 | $272,000 | +35.3% | 6,221 | -8.7% | 0.07% | -28.2% |
Q1 2020 | $201,000 | -15.5% | 6,812 | +7.7% | 0.10% | +10.8% |
Q4 2019 | $238,000 | +6.2% | 6,323 | +1.2% | 0.09% | -7.0% |
Q2 2019 | $224,000 | -21.1% | 6,251 | -21.3% | 0.10% | -24.8% |
Q1 2019 | $284,000 | – | 7,943 | – | 0.13% | – |
Download |
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% |