SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 603 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $405,331 | +9.1% | 12,074 | +11.7% | 0.06% | +7.5% |
| Q2 2023 | $371,666 | +9.0% | 10,811 | +8.2% | 0.05% | 0.0% |
| Q1 2023 | $340,954 | +13.8% | 9,990 | +9.9% | 0.05% | -5.4% |
| Q4 2022 | $299,478 | +8.1% | 9,086 | +1.8% | 0.06% | +7.7% |
| Q3 2022 | $277,000 | -1.4% | 8,926 | +6.9% | 0.05% | -5.5% |
| Q2 2022 | $281,000 | -5.4% | 8,353 | -1.3% | 0.06% | +19.6% |
| Q1 2022 | $297,000 | -45.6% | 8,463 | -55.9% | 0.05% | -73.3% |
| Q1 2020 | $546,000 | -55.2% | 19,177 | -40.8% | 0.17% | -56.8% |
| Q4 2019 | $1,218,000 | – | 32,414 | – | 0.40% | – |
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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% |