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 | $442,889 | -2.4% | 13,193 | 0.0% | 0.26% | +1.2% |
| Q2 2023 | $453,575 | +0.7% | 13,193 | 0.0% | 0.25% | -7.0% |
| Q1 2023 | $450,277 | +3.5% | 13,193 | 0.0% | 0.27% | +2.2% |
| Q4 2022 | $434,841 | +14.4% | 13,193 | +7.9% | 0.27% | +6.0% |
| Q3 2022 | $380,000 | -10.6% | 12,228 | 0.0% | 0.25% | -7.7% |
| Q2 2022 | $425,000 | -80.7% | 12,228 | -78.6% | 0.27% | -78.8% |
| Q1 2022 | $2,204,000 | -9.3% | 57,028 | -2.6% | 1.29% | -11.5% |
| Q4 2021 | $2,430,000 | -43.7% | 58,567 | -42.3% | 1.46% | -23.9% |
| Q3 2021 | $4,317,000 | -6.7% | 101,515 | -0.2% | 1.91% | -9.0% |
| Q2 2021 | $4,627,000 | +2.3% | 101,696 | -1.5% | 2.10% | -15.7% |
| Q1 2021 | $4,521,000 | +12.4% | 103,259 | +8.2% | 2.50% | +6.1% |
| Q4 2020 | $4,023,000 | – | 95,429 | – | 2.35% | – |
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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% |