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 | $130,587 | -2.4% | 3,890 | 0.0% | 0.02% | -5.3% |
| Q2 2023 | $133,738 | +0.7% | 3,890 | 0.0% | 0.02% | -9.5% |
| Q1 2023 | $132,766 | +3.6% | 3,890 | 0.0% | 0.02% | -27.6% |
| Q4 2022 | $128,214 | +6.0% | 3,890 | 0.0% | 0.03% | -9.4% |
| Q3 2022 | $121,000 | -11.0% | 3,890 | -0.3% | 0.03% | +33.3% |
| Q2 2022 | $136,000 | -9.9% | 3,901 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $151,000 | -6.8% | 3,901 | 0.0% | 0.02% | +26.3% |
| Q4 2021 | $162,000 | -2.4% | 3,901 | -0.1% | 0.02% | -20.8% |
| Q3 2021 | $166,000 | -6.2% | 3,906 | +0.1% | 0.02% | -17.2% |
| Q2 2021 | $177,000 | +2.3% | 3,901 | -1.2% | 0.03% | -21.6% |
| Q1 2021 | $173,000 | +5.5% | 3,949 | +1.5% | 0.04% | -31.5% |
| Q4 2020 | $164,000 | – | 3,890 | – | 0.05% | – |
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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% |