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 | $7,125,569 | -12.3% | 212,260 | -10.2% | 6.31% | -4.8% |
| Q2 2023 | $8,127,089 | -0.4% | 236,390 | -1.1% | 6.63% | -15.5% |
| Q1 2023 | $8,155,978 | +1.2% | 238,968 | -2.3% | 7.85% | -5.6% |
| Q4 2022 | $8,060,829 | -7.5% | 244,564 | -12.9% | 8.32% | -0.6% |
| Q3 2022 | $8,715,000 | +8.2% | 280,765 | +21.3% | 8.37% | -3.0% |
| Q2 2022 | $8,051,000 | -18.6% | 231,556 | -9.6% | 8.62% | +7.2% |
| Q1 2022 | $9,892,000 | -4.7% | 256,006 | +2.3% | 8.04% | -11.6% |
| Q4 2021 | $10,378,000 | +6.0% | 250,141 | +8.6% | 9.10% | +12.8% |
| Q3 2021 | $9,794,000 | -5.9% | 230,294 | +0.6% | 8.07% | -7.0% |
| Q2 2021 | $10,411,000 | +2.5% | 228,824 | -1.3% | 8.68% | -3.3% |
| Q1 2021 | $10,153,000 | -7.1% | 231,913 | -10.5% | 8.98% | -7.3% |
| Q4 2020 | $10,927,000 | – | 259,171 | – | 9.68% | – |
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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% |