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 | $1,198,827 | -0.8% | 35,711 | +1.6% | 0.90% | +2.4% |
| Q2 2023 | $1,208,329 | -6.2% | 35,146 | -6.9% | 0.88% | -12.8% |
| Q1 2023 | $1,288,648 | +110229.5% | 37,757 | +6.6% | 1.01% | -5.2% |
| Q4 2022 | $1,168 | -99.9% | 35,435 | -9.3% | 1.06% | -1.1% |
| Q3 2022 | $1,213,000 | -12.7% | 39,080 | -2.2% | 1.08% | -8.5% |
| Q2 2022 | $1,390,000 | – | 39,974 | – | 1.18% | – |
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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% |