SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 18 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $774,297 | -31.9% | 23,065 | -30.3% | 0.64% | -24.9% |
Q2 2023 | $1,137,398 | +1.7% | 33,083 | +0.9% | 0.86% | -1.9% |
Q1 2023 | $1,118,742 | -90.2% | 32,779 | -90.5% | 0.87% | -89.8% |
Q4 2022 | $11,382,567 | +9.5% | 345,517 | +2.3% | 8.58% | -3.3% |
Q3 2022 | $10,395,000 | -4.6% | 337,598 | +7.2% | 8.87% | +1.3% |
Q2 2022 | $10,895,000 | -13.3% | 314,857 | -3.2% | 8.76% | +4.2% |
Q1 2022 | $12,571,000 | -2.9% | 325,382 | +4.3% | 8.41% | +2.5% |
Q4 2021 | $12,944,000 | +4.7% | 312,033 | +7.3% | 8.20% | -9.8% |
Q3 2021 | $12,364,000 | -2.6% | 290,713 | +4.2% | 9.10% | -2.4% |
Q2 2021 | $12,689,000 | +7.6% | 279,088 | +3.5% | 9.33% | -0.8% |
Q1 2021 | $11,792,000 | +5.4% | 269,543 | +1.5% | 9.40% | -2.2% |
Q4 2020 | $11,188,000 | +17.6% | 265,471 | +2.0% | 9.61% | +12.1% |
Q3 2020 | $9,516,000 | +8.3% | 260,294 | -0.9% | 8.57% | -11.2% |
Q2 2020 | $8,788,000 | +20.4% | 262,700 | +2.4% | 9.65% | +9.6% |
Q1 2020 | $7,298,000 | -18.1% | 256,640 | +8.2% | 8.81% | -7.4% |
Q4 2019 | $8,912,000 | – | 237,108 | – | 9.51% | – |
Download |
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% |