SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 555 filers reported holding SPDR INDEX SHS FDS in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $160,532 | -6.1% | 4,782 | -3.8% | 0.08% | -6.0% |
| Q2 2023 | $170,937 | -51.6% | 4,972 | -52.0% | 0.08% | -52.5% |
| Q1 2023 | $353,476 | +98912.9% | 10,356 | -4.3% | 0.18% | -8.3% |
| Q4 2022 | $357 | -99.7% | 10,819 | +156.8% | 0.19% | +2.1% |
| Q3 2022 | $131,000 | -98.3% | 4,213 | -98.1% | 0.19% | -95.6% |
| Q2 2022 | $7,523,000 | +1.5% | 216,357 | +12.7% | 4.28% | +5.2% |
| Q1 2022 | $7,415,000 | +4.9% | 191,906 | +12.6% | 4.07% | +2.4% |
| Q4 2021 | $7,071,000 | +7.1% | 170,437 | +9.8% | 3.97% | -3.0% |
| Q3 2021 | $6,601,000 | +3.7% | 155,212 | +11.0% | 4.09% | -2.4% |
| Q2 2021 | $6,363,000 | +17.9% | 139,840 | +13.5% | 4.20% | +3.8% |
| Q1 2021 | $5,396,000 | +8.0% | 123,252 | +4.0% | 4.04% | +1.0% |
| Q4 2020 | $4,996,000 | – | 118,506 | – | 4.00% | – |
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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% |