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 | $714,072 | +0.7% | 21,271 | +3.2% | 0.20% | +6.4% |
| Q2 2023 | $708,923 | +7.6% | 20,620 | +6.9% | 0.19% | +2.2% |
| Q1 2023 | $658,572 | +3.0% | 19,296 | -0.5% | 0.18% | -2.7% |
| Q4 2022 | $639,095 | +25.3% | 19,390 | +18.0% | 0.19% | +11.2% |
| Q3 2022 | $510,000 | -22.4% | 16,429 | -13.1% | 0.17% | -21.4% |
| Q2 2022 | $657,000 | -15.8% | 18,907 | -6.3% | 0.22% | -12.2% |
| Q1 2022 | $780,000 | -1.6% | 20,181 | +5.5% | 0.24% | -3.5% |
| Q4 2021 | $793,000 | +13.8% | 19,122 | +16.8% | 0.25% | +2.4% |
| Q3 2021 | $697,000 | +5261.5% | 16,365 | +3602.5% | 0.25% | +2655.6% |
| Q1 2020 | $13,000 | – | 442 | – | 0.01% | – |
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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% |