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 | $1,067,929 | -1.5% | 31,812 | +0.9% | 0.16% | +3.2% |
| Q2 2023 | $1,084,002 | +1.6% | 31,530 | +0.9% | 0.16% | -4.2% |
| Q1 2023 | $1,066,597 | -4.3% | 31,251 | -7.6% | 0.16% | -9.3% |
| Q4 2022 | $1,114,345 | -9.5% | 33,809 | -14.7% | 0.18% | -19.8% |
| Q3 2022 | $1,231,000 | -24.2% | 39,645 | -15.1% | 0.23% | -8.8% |
| Q2 2022 | $1,624,000 | +15.2% | 46,693 | +28.0% | 0.25% | +31.1% |
| Q1 2022 | $1,410,000 | +8.5% | 36,480 | +16.4% | 0.19% | +11.8% |
| Q4 2021 | $1,300,000 | – | 31,327 | – | 0.17% | – |
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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% |