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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $647,200 | -2.2% | 19,279 | +0.2% | 0.10% | -10.2% |
| Q2 2023 | $661,509 | -5.6% | 19,241 | -6.3% | 0.11% | -35.7% |
| Q1 2023 | $700,553 | -16.4% | 20,526 | -5.4% | 0.17% | -30.9% |
| Q1 2022 | $838,000 | -2.9% | 21,693 | +4.2% | 0.24% | +38.1% |
| Q4 2021 | $863,000 | +1.1% | 20,811 | +3.6% | 0.18% | -5.4% |
| Q3 2021 | $854,000 | -4.6% | 20,080 | +2.1% | 0.19% | 0.0% |
| Q2 2021 | $895,000 | +3.7% | 19,665 | -0.2% | 0.19% | -5.1% |
| Q1 2021 | $863,000 | +32.6% | 19,705 | +1.3% | 0.20% | -49.5% |
| Q2 2020 | $651,000 | – | 19,456 | – | 0.39% | – |
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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% |