SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 584 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $888,516 | -11.9% | 26,468 | -9.8% | 0.49% | -6.5% |
| Q2 2023 | $1,008,278 | -0.1% | 29,328 | -0.9% | 0.53% | -3.5% |
| Q1 2023 | $1,009,576 | -0.3% | 29,580 | -3.7% | 0.55% | -8.1% |
| Q4 2022 | $1,012,144 | -22.5% | 30,708 | -27.1% | 0.59% | -30.0% |
| Q3 2022 | $1,306,000 | -15.0% | 42,135 | -6.4% | 0.85% | -11.6% |
| Q2 2022 | $1,536,000 | +227.5% | 45,020 | +270.7% | 0.96% | +213.7% |
| Q1 2022 | $469,000 | -6.8% | 12,143 | +2.1% | 0.31% | -16.2% |
| Q4 2021 | $503,000 | +5.5% | 11,897 | +6.1% | 0.36% | +9.6% |
| Q3 2021 | $477,000 | -2.5% | 11,216 | +4.3% | 0.33% | -3.8% |
| Q2 2021 | $489,000 | +10.1% | 10,749 | +5.9% | 0.35% | -4.2% |
| Q1 2021 | $444,000 | -2.0% | 10,153 | -5.4% | 0.36% | +0.3% |
| Q4 2020 | $453,000 | – | 10,737 | – | 0.36% | – |
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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% |