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 | $1,942,095 | -2.6% | 57,852 | -0.2% | 0.97% | +8.3% |
| Q2 2023 | $1,993,322 | +2.0% | 57,979 | +1.2% | 0.90% | -5.9% |
| Q1 2023 | $1,954,609 | +6.0% | 57,270 | +2.4% | 0.96% | -14.7% |
| Q4 2022 | $1,843,866 | +4.4% | 55,943 | -1.7% | 1.12% | -4.9% |
| Q3 2022 | $1,767,000 | -2.0% | 56,937 | +9.8% | 1.18% | -20.5% |
| Q2 2022 | $1,803,000 | -15.6% | 51,861 | -6.2% | 1.48% | -2.5% |
| Q1 2022 | $2,137,000 | -7.0% | 55,296 | -0.2% | 1.52% | +22.6% |
| Q4 2021 | $2,298,000 | -4.7% | 55,385 | -2.3% | 1.24% | -9.2% |
| Q3 2021 | $2,411,000 | +268.7% | 56,685 | +294.3% | 1.36% | +214.5% |
| Q2 2021 | $654,000 | +8.6% | 14,376 | +4.5% | 0.43% | -31.9% |
| Q1 2021 | $602,000 | -83.5% | 13,753 | -85.9% | 0.64% | -80.2% |
| Q4 2019 | $3,654,000 | – | 97,209 | – | 3.22% | – |
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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% |