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 | $18,584,955 | +1.5% | 554,278 | +4.1% | 5.86% | +0.0% |
| Q2 2023 | $18,314,240 | +12.6% | 532,700 | +11.8% | 5.86% | -6.4% |
| Q1 2023 | $16,264,450 | +5.9% | 476,544 | +2.2% | 6.26% | -1.9% |
| Q4 2022 | $15,363,017 | +11.8% | 466,111 | +5.3% | 6.38% | +2.4% |
| Q3 2022 | $13,744,000 | -11.0% | 442,777 | -0.3% | 6.23% | -3.7% |
| Q2 2022 | $15,440,000 | -1.2% | 444,060 | +9.8% | 6.47% | +3.9% |
| Q1 2022 | $15,624,000 | -1.3% | 404,349 | +5.9% | 6.23% | -3.5% |
| Q4 2021 | $15,834,000 | +7.8% | 381,645 | +10.5% | 6.46% | -1.6% |
| Q3 2021 | $14,688,000 | +1.5% | 345,365 | +8.6% | 6.56% | -2.0% |
| Q2 2021 | $14,471,000 | +15.2% | 318,046 | +10.8% | 6.69% | +2.9% |
| Q1 2021 | $12,563,000 | +5.0% | 286,960 | +1.1% | 6.51% | -2.4% |
| Q4 2020 | $11,962,000 | +24.8% | 283,722 | +8.2% | 6.67% | +3.3% |
| Q3 2020 | $9,582,000 | +8.2% | 262,102 | -1.0% | 6.45% | -2.2% |
| Q2 2020 | $8,859,000 | +28.4% | 264,772 | +9.3% | 6.60% | +5.6% |
| Q1 2020 | $6,897,000 | -13.3% | 242,353 | +14.6% | 6.25% | -2.5% |
| Q4 2019 | $7,952,000 | – | 211,539 | – | 6.41% | – |
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% |