SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 599 filers reported holding SPDR INDEX SHS FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $989,476 | -9.0% | 29,475 | -6.8% | 0.24% | -2.0% |
| Q2 2023 | $1,087,621 | +33.8% | 31,635 | +32.9% | 0.24% | +25.0% |
| Q1 2023 | $812,643 | +142.6% | 23,810 | +134.3% | 0.20% | +139.0% |
| Q4 2022 | $334,946 | +24.1% | 10,162 | +30.8% | 0.08% | +64.0% |
| Q2 2022 | $270,000 | -48.2% | 7,770 | -42.4% | 0.05% | -43.8% |
| Q1 2022 | $521,000 | -41.5% | 13,494 | -35.6% | 0.09% | -44.7% |
| Q3 2021 | $891,000 | +29.1% | 20,943 | +38.1% | 0.16% | +24.8% |
| Q2 2021 | $690,000 | +54.4% | 15,169 | +48.7% | 0.13% | +38.7% |
| Q1 2021 | $447,000 | +40.6% | 10,200 | +35.4% | 0.09% | +31.0% |
| Q4 2020 | $318,000 | +3.9% | 7,535 | -10.0% | 0.07% | -10.1% |
| Q3 2020 | $306,000 | +16.3% | 8,370 | +6.5% | 0.08% | -21.0% |
| Q2 2020 | $263,000 | +185.9% | 7,859 | +143.0% | 0.10% | +150.0% |
| Q1 2020 | $92,000 | – | 3,234 | – | 0.04% | – |
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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% |