SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 574 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,941 | +2.2% | 87,622 | +4.6% | 1.00% | -60.0% |
| Q2 2023 | $2,879 | +24.4% | 83,747 | +23.5% | 2.51% | +210.8% |
| Q1 2023 | $2,315 | +58.1% | 67,827 | +52.7% | 0.81% | +48.9% |
| Q4 2022 | $1,464 | -99.7% | 44,408 | +170.9% | 0.54% | +133.6% |
| Q3 2022 | $508,000 | +9.5% | 16,394 | +22.8% | 0.23% | +12.6% |
| Q2 2022 | $464,000 | +12.1% | 13,352 | +24.5% | 0.21% | +25.6% |
| Q1 2022 | $414,000 | -5.0% | 10,727 | +2.0% | 0.16% | -0.6% |
| Q4 2021 | $436,000 | +28.2% | 10,516 | +31.7% | 0.16% | -44.1% |
| Q3 2021 | $340,000 | – | 7,983 | – | 0.30% | – |
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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% |