SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 574 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,240,815 | -16.1% | 126,781 | -13.8% | 1.89% | -12.8% |
| Q2 2023 | $5,055,695 | +21.2% | 147,053 | +20.3% | 2.17% | +2.8% |
| Q1 2023 | $4,171,488 | +40.9% | 122,223 | +36.1% | 2.11% | +26.7% |
| Q4 2022 | $2,960,910 | -27.9% | 89,833 | -32.1% | 1.66% | -40.0% |
| Q3 2022 | $4,106,000 | -15.6% | 132,295 | -5.5% | 2.77% | +0.1% |
| Q2 2022 | $4,867,000 | -4.2% | 139,972 | +6.4% | 2.77% | +13.2% |
| Q1 2022 | $5,083,000 | -9.0% | 131,558 | -2.3% | 2.45% | -2.0% |
| Q4 2021 | $5,584,000 | -7.9% | 134,587 | -4.2% | 2.50% | -13.0% |
| Q3 2021 | $6,060,000 | -2.0% | 140,533 | +3.4% | 2.87% | -11.7% |
| Q2 2021 | $6,183,000 | +27.6% | 135,894 | +22.8% | 3.25% | +15.3% |
| Q1 2021 | $4,846,000 | +8.9% | 110,696 | +12.9% | 2.82% | +7.3% |
| Q4 2020 | $4,451,000 | +85.1% | 98,081 | +60.7% | 2.63% | +74.7% |
| Q3 2020 | $2,404,000 | +13.8% | 61,025 | +5.9% | 1.50% | +4.0% |
| Q2 2020 | $2,113,000 | – | 57,634 | – | 1.45% | – |
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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% |