SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 507 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,200,692 | +10.8% | 601,742 | +13.5% | 3.82% | +3.4% |
| Q2 2023 | $18,228,320 | +124.6% | 530,197 | +122.9% | 3.69% | -1.6% |
| Q1 2023 | $8,116,728 | +28.8% | 237,818 | +24.4% | 3.75% | +11.7% |
| Q4 2022 | $6,302,993 | +50.4% | 191,232 | +41.6% | 3.36% | +33.4% |
| Q3 2022 | $4,192,000 | +4.8% | 135,045 | +17.4% | 2.52% | +5.0% |
| Q2 2022 | $3,999,000 | +549.2% | 115,002 | +674.0% | 2.40% | +741.4% |
| Q4 2021 | $616,000 | -43.3% | 14,858 | -41.8% | 0.28% | -49.7% |
| Q3 2021 | $1,086,000 | -35.4% | 25,544 | -30.8% | 0.57% | -37.6% |
| Q2 2021 | $1,680,000 | -31.8% | 36,919 | -34.4% | 0.91% | -33.9% |
| Q1 2021 | $2,465,000 | – | 56,307 | – | 1.38% | – |
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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% |