SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 390 filers reported holding SPDR INDEX SHS FDS in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,186 | -21.2% | 94,917 | -19.3% | 0.84% | -85.0% |
| Q2 2023 | $4,044 | +1.0% | 117,618 | +0.3% | 5.58% | +537.6% |
| Q1 2023 | $4,002 | -4.9% | 117,261 | -8.1% | 0.88% | -13.5% |
| Q4 2022 | $4,207 | -99.8% | 127,635 | +62.5% | 1.01% | +50.9% |
| Q3 2022 | $2,439,000 | -4.4% | 78,561 | +7.1% | 0.67% | -3.7% |
| Q2 2022 | $2,550,000 | -37.1% | 73,341 | -30.1% | 0.70% | -32.7% |
| Q1 2022 | $4,054,000 | -9.9% | 104,923 | -3.2% | 1.03% | -14.2% |
| Q4 2021 | $4,497,000 | +278.9% | 108,389 | +288.5% | 1.20% | -53.6% |
| Q3 2021 | $1,187,000 | -5.7% | 27,902 | +0.9% | 2.60% | +497.9% |
| Q2 2021 | $1,259,000 | +4.1% | 27,666 | +1.1% | 0.43% | -1.8% |
| Q1 2021 | $1,209,000 | +15.5% | 27,373 | +10.3% | 0.44% | -6.4% |
| Q4 2020 | $1,047,000 | +17.1% | 24,826 | +1.5% | 0.47% | -0.6% |
| Q3 2020 | $894,000 | +9.2% | 24,452 | -0.1% | 0.48% | -0.4% |
| Q2 2020 | $819,000 | +42.9% | 24,483 | +21.5% | 0.48% | +20.2% |
| Q1 2020 | $573,000 | – | 20,148 | – | 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% |