SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 507 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,918,886 | +92.4% | 86,949 | +97.0% | 0.10% | +75.0% |
| Q2 2023 | $1,517,403 | +10.6% | 44,136 | +9.8% | 0.06% | +3.4% |
| Q1 2023 | $1,372,221 | -1.6% | 40,206 | -5.0% | 0.06% | -4.9% |
| Q4 2022 | $1,394,758 | +9.4% | 42,317 | +3.1% | 0.06% | +1.7% |
| Q3 2022 | $1,275,000 | -0.6% | 41,064 | +11.3% | 0.06% | -1.6% |
| Q2 2022 | $1,283,000 | -12.6% | 36,895 | +4.3% | 0.06% | 0.0% |
| Q4 2021 | $1,468,000 | +8.2% | 35,380 | +10.9% | 0.06% | -4.7% |
| Q3 2021 | $1,357,000 | -4.3% | 31,911 | +1.8% | 0.06% | -8.6% |
| Q2 2021 | $1,418,000 | +12.9% | 31,333 | +10.2% | 0.07% | -1.4% |
| Q1 2021 | $1,256,000 | +18.6% | 28,445 | +13.2% | 0.07% | -7.8% |
| Q4 2020 | $1,059,000 | +25.2% | 25,119 | +8.6% | 0.08% | +1.3% |
| Q3 2020 | $846,000 | +22.8% | 23,135 | +12.4% | 0.08% | +10.1% |
| Q2 2020 | $689,000 | +41.2% | 20,589 | +20.1% | 0.07% | +4.5% |
| Q1 2020 | $488,000 | +84.2% | 17,144 | +142.8% | 0.07% | +100.0% |
| Q4 2019 | $265,000 | -12.5% | 7,062 | -16.6% | 0.03% | -28.3% |
| Q1 2019 | $303,000 | +11.8% | 8,471 | +1.1% | 0.05% | -22.0% |
| Q4 2018 | $271,000 | -1.5% | 8,382 | +6.3% | 0.06% | +5.4% |
| Q3 2018 | $275,000 | +14.6% | 7,886 | +16.2% | 0.06% | -1.8% |
| Q2 2018 | $240,000 | -4.0% | 6,788 | +6.9% | 0.06% | -8.1% |
| Q1 2018 | $250,000 | +15.2% | 6,350 | +11.8% | 0.06% | -19.5% |
| Q4 2017 | $217,000 | – | 5,680 | – | 0.08% | – |
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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% |