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 | $33,462 | +95505.7% | 990 | 0.0% | 0.01% | -7.1% |
| Q4 2022 | $35 | -99.9% | 990 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $32,000 | -8.6% | 990 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $35,000 | -7.9% | 990 | 0.0% | 0.01% | -6.7% |
| Q1 2022 | $38,000 | -7.3% | 990 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $41,000 | -2.4% | 990 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $42,000 | -6.7% | 990 | 0.0% | 0.02% | +7.1% |
| Q2 2021 | $45,000 | +4.7% | 990 | 0.0% | 0.01% | -6.7% |
| Q1 2021 | $43,000 | -6.5% | 990 | -9.6% | 0.02% | -21.1% |
| Q4 2020 | $46,000 | +15.0% | 1,095 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $40,000 | +8.1% | 1,095 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $37,000 | +19.4% | 1,095 | 0.0% | 0.02% | -5.0% |
| Q1 2020 | $31,000 | -32.6% | 1,095 | -10.9% | 0.02% | -20.0% |
| Q4 2019 | $46,000 | -8.0% | 1,229 | -15.7% | 0.02% | -16.7% |
| Q3 2019 | $50,000 | -3.8% | 1,458 | 0.0% | 0.03% | -11.8% |
| Q2 2019 | $52,000 | -80.7% | 1,458 | -80.6% | 0.03% | -81.7% |
| Q1 2019 | $269,000 | +511.4% | 7,509 | +447.3% | 0.19% | +447.1% |
| Q4 2018 | $44,000 | – | 1,372 | – | 0.03% | – |
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% |