SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 409 filers reported holding SPDR INDEX SHS FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $207,362 | -2.4% | 6,177 | 0.0% | 0.08% | 0.0% |
| Q2 2023 | $212,365 | +0.7% | 6,177 | 0.0% | 0.08% | -3.7% |
| Q1 2023 | $210,821 | +3.5% | 6,177 | 0.0% | 0.08% | -4.7% |
| Q4 2022 | $203,594 | -5.3% | 6,177 | -0.2% | 0.08% | -9.6% |
| Q2 2022 | $215,000 | -10.0% | 6,188 | 0.0% | 0.09% | 0.0% |
| Q1 2022 | $239,000 | -7.0% | 6,188 | 0.0% | 0.09% | -4.1% |
| Q4 2021 | $257,000 | -2.3% | 6,188 | -0.0% | 0.10% | -16.2% |
| Q3 2021 | $263,000 | -4.7% | 6,189 | 0.0% | 0.12% | -7.1% |
| Q2 2021 | $276,000 | +1.8% | 6,189 | 0.0% | 0.13% | -8.7% |
| Q1 2021 | $271,000 | +3.8% | 6,189 | 0.0% | 0.14% | -1.4% |
| Q4 2020 | $261,000 | +12.0% | 6,189 | 0.0% | 0.14% | +2.9% |
| Q3 2020 | $233,000 | +3.1% | 6,189 | -0.3% | 0.14% | -6.2% |
| Q2 2020 | $226,000 | -4.6% | 6,209 | -1.3% | 0.14% | -14.2% |
| Q4 2019 | $237,000 | – | 6,291 | – | 0.17% | – |
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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% |