SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 609 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,675,366 | -1.6% | 407,369 | +0.7% | 2.07% | +2.9% |
| Q2 2023 | $13,904,601 | +3.7% | 404,439 | +3.0% | 2.01% | -3.5% |
| Q1 2023 | $13,405,344 | +0.1% | 392,773 | -3.3% | 2.08% | -5.3% |
| Q4 2022 | $13,392,738 | +0.0% | 406,333 | -5.8% | 2.20% | -7.6% |
| Q3 2022 | $13,391,000 | -33.0% | 431,397 | -24.9% | 2.38% | -30.5% |
| Q2 2022 | $19,975,000 | +5.7% | 574,498 | +17.5% | 3.42% | +18.5% |
| Q1 2022 | $18,893,000 | +9.6% | 488,940 | +17.7% | 2.89% | +11.2% |
| Q4 2021 | $17,241,000 | +1.4% | 415,550 | +3.9% | 2.60% | -6.1% |
| Q3 2021 | $17,005,000 | -2.5% | 399,838 | +4.3% | 2.77% | -1.4% |
| Q2 2021 | $17,445,000 | +8.7% | 383,415 | +4.6% | 2.81% | +2.7% |
| Q1 2021 | $16,052,000 | +2.7% | 366,642 | -1.1% | 2.73% | -4.4% |
| Q4 2020 | $15,635,000 | – | 370,847 | – | 2.86% | – |
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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% |