SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 18 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $311,311 | -2.2% | 9,273 | +0.2% | 0.07% | 0.0% |
| Q2 2023 | $318,272 | +0.2% | 9,257 | -0.6% | 0.07% | -5.3% |
| Q1 2023 | $317,731 | +7.3% | 9,309 | +4.7% | 0.08% | -27.9% |
| Q4 2022 | $296,129 | -5.1% | 8,887 | -11.6% | 0.10% | -15.4% |
| Q3 2022 | $312,000 | -28.4% | 10,048 | -20.3% | 0.12% | -16.9% |
| Q2 2022 | $436,000 | -23.9% | 12,611 | -15.0% | 0.15% | -14.0% |
| Q1 2022 | $573,000 | -15.7% | 14,834 | -9.4% | 0.17% | -14.4% |
| Q4 2021 | $680,000 | -11.2% | 16,381 | -7.5% | 0.20% | -12.2% |
| Q3 2021 | $766,000 | -9.7% | 17,702 | -9.9% | 0.23% | -13.9% |
| Q2 2021 | $848,000 | -10.1% | 19,644 | -7.6% | 0.27% | -11.0% |
| Q1 2021 | $943,000 | +5.1% | 21,250 | -0.2% | 0.30% | -11.8% |
| Q4 2020 | $897,000 | – | 21,283 | – | 0.34% | – |
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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% |