SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 609 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $49,986 | -32.2% | 1,489 | -30.5% | 0.01% | -31.2% |
| Q2 2023 | $73,676 | -9.5% | 2,143 | -10.1% | 0.02% | -30.4% |
| Q1 2023 | $81,400 | -36.3% | 2,385 | -38.5% | 0.02% | -39.5% |
| Q4 2022 | $127,852 | -37.9% | 3,879 | -41.6% | 0.04% | -41.5% |
| Q3 2022 | $206,000 | -11.2% | 6,642 | -0.3% | 0.06% | +1.6% |
| Q2 2022 | $232,000 | -20.0% | 6,663 | -11.1% | 0.06% | -14.7% |
| Q1 2022 | $290,000 | -15.9% | 7,493 | -9.9% | 0.08% | -10.7% |
| Q4 2021 | $345,000 | +73.4% | 8,315 | +77.9% | 0.08% | +3.7% |
| Q3 2021 | $199,000 | -54.0% | 4,675 | -50.9% | 0.08% | -34.7% |
| Q2 2021 | $433,000 | -37.2% | 9,517 | -39.6% | 0.12% | -46.6% |
| Q1 2021 | $690,000 | -77.5% | 15,750 | -78.4% | 0.23% | -90.2% |
| Q4 2020 | $3,068,000 | – | 72,775 | – | 2.37% | – |
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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% |