SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 520 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,324,827 | -15.0% | 99,042 | -12.9% | 2.49% | -2.0% |
| Q2 2023 | $3,910,815 | +67.2% | 113,753 | +66.0% | 2.54% | +47.7% |
| Q1 2023 | $2,338,403 | +11.0% | 68,515 | +7.2% | 1.72% | +25.1% |
| Q4 2022 | $2,105,979 | +13.5% | 63,895 | +6.9% | 1.38% | -4.1% |
| Q3 2022 | $1,855,000 | -6.6% | 59,753 | +4.5% | 1.43% | +0.8% |
| Q2 2022 | $1,987,000 | -9.1% | 57,159 | +1.0% | 1.42% | -3.4% |
| Q1 2022 | $2,187,000 | +19.7% | 56,595 | +28.5% | 1.47% | +13.4% |
| Q4 2021 | $1,827,000 | -14.6% | 44,040 | -12.4% | 1.30% | -5.6% |
| Q3 2021 | $2,139,000 | +4.1% | 50,302 | +11.4% | 1.38% | +4.4% |
| Q2 2021 | $2,055,000 | +11.3% | 45,158 | +7.0% | 1.32% | +10.2% |
| Q1 2021 | $1,847,000 | +3.4% | 42,195 | -0.4% | 1.20% | +6.4% |
| Q4 2020 | $1,787,000 | +39.4% | 42,385 | +20.9% | 1.12% | -9.1% |
| Q3 2020 | $1,282,000 | +3.3% | 35,071 | -5.4% | 1.24% | +2.3% |
| Q2 2020 | $1,241,000 | -11.3% | 37,090 | -24.5% | 1.21% | -24.1% |
| Q1 2020 | $1,399,000 | – | 49,157 | – | 1.59% | – |
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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% |