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 | $297,198 | -2.8% | 8,853 | -0.5% | 0.14% | +0.7% |
| Q2 2023 | $305,916 | -2.6% | 8,898 | -3.3% | 0.14% | -8.6% |
| Q1 2023 | $314,081 | -2.8% | 9,202 | -6.1% | 0.15% | -8.4% |
| Q4 2022 | $323,065 | -20.8% | 9,802 | -25.5% | 0.17% | -27.2% |
| Q3 2022 | $408,000 | -18.1% | 13,149 | -8.2% | 0.23% | -14.0% |
| Q2 2022 | $498,000 | -9.9% | 14,325 | +0.0% | 0.26% | +4.3% |
| Q1 2022 | $553,000 | -7.8% | 14,318 | -1.0% | 0.25% | -3.1% |
| Q4 2021 | $600,000 | +4.2% | 14,456 | +6.7% | 0.26% | -6.1% |
| Q3 2021 | $576,000 | -5.6% | 13,549 | +1.1% | 0.28% | -5.4% |
| Q2 2021 | $610,000 | +21.3% | 13,401 | +16.6% | 0.30% | +13.9% |
| Q1 2021 | $503,000 | +23.6% | 11,496 | +19.0% | 0.26% | +21.6% |
| Q4 2020 | $407,000 | +24.5% | 9,662 | +7.7% | 0.21% | +12.7% |
| Q3 2020 | $327,000 | +24.3% | 8,971 | +13.9% | 0.19% | +10.5% |
| Q2 2020 | $263,000 | +22.9% | 7,879 | +4.3% | 0.17% | +1.2% |
| Q1 2020 | $214,000 | -12.3% | 7,554 | +16.2% | 0.17% | +23.4% |
| Q4 2019 | $244,000 | – | 6,501 | – | 0.14% | – |
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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% |