SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 609 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $305,569 | -39.8% | 8,888 | -40.3% | 0.14% | -43.6% |
| Q1 2023 | $507,820 | -37.6% | 14,879 | -39.7% | 0.24% | -38.8% |
| Q4 2022 | $813,584 | -24.7% | 24,684 | -29.1% | 0.40% | -38.6% |
| Q3 2022 | $1,080,000 | -82.8% | 34,809 | -80.7% | 0.65% | -82.4% |
| Q2 2022 | $6,270,000 | -3.7% | 180,322 | +7.0% | 3.68% | +7.4% |
| Q1 2022 | $6,514,000 | +1.4% | 168,592 | +8.9% | 3.43% | +11.3% |
| Q4 2021 | $6,426,000 | +0.8% | 154,880 | +3.3% | 3.08% | -4.7% |
| Q3 2021 | $6,375,000 | +4.7% | 149,905 | +12.1% | 3.24% | -0.1% |
| Q2 2021 | $6,086,000 | – | 133,762 | – | 3.24% | – |
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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% |