SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 574 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,047,183 | +1.5% | 31,194 | +3.9% | 0.67% | +5.1% |
| Q2 2023 | $1,032,156 | +0.7% | 30,022 | +0.0% | 0.64% | -2.0% |
| Q1 2023 | $1,024,617 | +3.6% | 30,021 | +0.0% | 0.65% | -7.2% |
| Q4 2022 | $989,459 | -3.1% | 30,020 | -8.8% | 0.70% | -16.5% |
| Q3 2022 | $1,021,000 | +4.5% | 32,900 | +17.0% | 0.84% | -1.2% |
| Q2 2022 | $977,000 | -10.0% | 28,109 | 0.0% | 0.85% | -1.6% |
| Q1 2022 | $1,086,000 | +5.3% | 28,109 | +13.1% | 0.87% | +12.3% |
| Q4 2021 | $1,031,000 | -2.5% | 24,854 | 0.0% | 0.77% | -12.0% |
| Q3 2021 | $1,057,000 | -6.5% | 24,854 | 0.0% | 0.88% | -5.9% |
| Q2 2021 | $1,131,000 | +4.0% | 24,854 | 0.0% | 0.93% | -7.3% |
| Q1 2021 | $1,088,000 | +2.9% | 24,854 | -0.9% | 1.01% | -16.7% |
| Q4 2020 | $1,057,000 | – | 25,076 | – | 1.21% | – |
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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% |