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 | $459,288 | -8.1% | 13,964 | -5.3% | 0.05% | -7.3% |
| Q2 2023 | $499,988 | -9.9% | 14,753 | -9.0% | 0.06% | -14.1% |
| Q1 2023 | $555,147 | -16.7% | 16,209 | -14.5% | 0.06% | -27.3% |
| Q4 2022 | $666,296 | +7.5% | 18,961 | -4.8% | 0.09% | -12.9% |
| Q3 2022 | $620,000 | -54.2% | 19,912 | -48.9% | 0.10% | -49.8% |
| Q2 2022 | $1,354,000 | -19.8% | 38,960 | -10.8% | 0.20% | -8.6% |
| Q1 2022 | $1,688,000 | -13.7% | 43,655 | -7.4% | 0.22% | -8.3% |
| Q4 2021 | $1,955,000 | -23.3% | 47,125 | -21.4% | 0.24% | -25.9% |
| Q3 2021 | $2,550,000 | -9.9% | 59,964 | -3.6% | 0.32% | -12.2% |
| Q2 2021 | $2,831,000 | -3.4% | 62,228 | -7.0% | 0.37% | -10.2% |
| Q1 2021 | $2,930,000 | -9.3% | 66,932 | -12.6% | 0.41% | -9.3% |
| Q4 2020 | $3,230,000 | +8.4% | 76,621 | -6.0% | 0.45% | -2.2% |
| Q3 2020 | $2,979,000 | -14.9% | 81,480 | -22.1% | 0.46% | -13.9% |
| Q2 2020 | $3,501,000 | -41.5% | 104,647 | -50.2% | 0.54% | -49.0% |
| Q1 2020 | $5,986,000 | -45.5% | 210,322 | -28.1% | 1.05% | -39.0% |
| Q4 2019 | $10,990,000 | -21.7% | 292,353 | -28.6% | 1.73% | -18.8% |
| Q3 2019 | $14,027,000 | -38.2% | 409,194 | -35.4% | 2.13% | -38.6% |
| Q2 2019 | $22,683,000 | +9.5% | 633,786 | +9.5% | 3.46% | -1.5% |
| Q1 2019 | $20,706,000 | – | 579,020 | – | 3.51% | – |
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% |