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 | $2,184,630 | -6.6% | 65,077 | -4.4% | 0.63% | -5.4% |
| Q2 2023 | $2,340,207 | +0.9% | 68,069 | +0.2% | 0.67% | -5.3% |
| Q1 2023 | $2,319,038 | +3.5% | 67,947 | 0.0% | 0.70% | -3.0% |
| Q4 2022 | $2,239,540 | +6.8% | 67,947 | +0.6% | 0.73% | -5.7% |
| Q3 2022 | $2,097,000 | -11.1% | 67,571 | -0.4% | 0.77% | -10.0% |
| Q2 2022 | $2,359,000 | +14.3% | 67,833 | +27.1% | 0.86% | +27.6% |
| Q1 2022 | $2,063,000 | -6.5% | 53,388 | +0.4% | 0.67% | -2.2% |
| Q4 2021 | $2,207,000 | -2.1% | 53,188 | +0.4% | 0.69% | -8.3% |
| Q3 2021 | $2,254,000 | -6.5% | 52,992 | 0.0% | 0.75% | -7.5% |
| Q2 2021 | $2,411,000 | +4.2% | 52,992 | +0.3% | 0.81% | -4.5% |
| Q1 2021 | $2,314,000 | +3.9% | 52,850 | 0.0% | 0.85% | -2.2% |
| Q4 2020 | $2,228,000 | – | 52,850 | – | 0.87% | – |
Download | ||||||
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% |