SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 569 filers reported holding SPDR INDEX SHS FDS in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $310,724 | -2.4% | 9,256 | 0.0% | 0.12% | -0.8% |
Q2 2023 | $318,221 | +49.4% | 9,256 | +50.9% | 0.12% | +30.2% |
Q2 2022 | $213,000 | -25.5% | 6,132 | -17.1% | 0.10% | -17.2% |
Q1 2022 | $286,000 | -41.8% | 7,399 | -37.5% | 0.12% | -48.7% |
Q4 2021 | $491,000 | -21.4% | 11,831 | -19.5% | 0.23% | -29.4% |
Q3 2021 | $625,000 | -22.0% | 14,706 | -16.4% | 0.32% | -22.3% |
Q2 2021 | $801,000 | -24.1% | 17,598 | -27.0% | 0.41% | -31.3% |
Q1 2021 | $1,055,000 | +51.8% | 24,099 | +46.2% | 0.60% | +38.2% |
Q4 2020 | $695,000 | +26.4% | 16,480 | +9.6% | 0.43% | +17.3% |
Q3 2020 | $550,000 | +12.9% | 15,033 | +3.3% | 0.37% | +5.4% |
Q2 2020 | $487,000 | +6.3% | 14,551 | -9.6% | 0.35% | -2.2% |
Q1 2020 | $458,000 | -12.3% | 16,091 | +16.0% | 0.36% | +16.2% |
Q4 2019 | $522,000 | +25.8% | 13,874 | +13.3% | 0.31% | +10.4% |
Q3 2019 | $415,000 | +42.1% | 12,248 | +51.9% | 0.28% | +41.4% |
Q2 2019 | $292,000 | – | 8,061 | – | 0.20% | – |
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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% |