SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 569 filers reported holding SPDR INDEX SHS FDS in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,389,664 | -0.0% | 100,973 | +2.4% | 2.45% | +2.0% |
| Q2 2023 | $3,390,899 | +14.7% | 98,630 | +13.8% | 2.40% | +8.5% |
| Q1 2023 | $2,957,501 | +129.8% | 86,654 | +121.9% | 2.21% | +126.3% |
| Q4 2022 | $1,287,088 | +42.1% | 39,050 | +33.8% | 0.98% | +36.1% |
| Q3 2022 | $906,000 | -36.6% | 29,185 | -28.9% | 0.72% | -34.4% |
| Q2 2022 | $1,428,000 | -44.2% | 41,058 | -38.1% | 1.09% | -40.0% |
| Q1 2022 | $2,561,000 | +110.6% | 66,277 | +148.1% | 1.82% | +99.6% |
| Q2 2021 | $1,216,000 | +11.7% | 26,715 | +7.4% | 0.91% | +3.9% |
| Q1 2021 | $1,089,000 | -74.4% | 24,869 | -75.4% | 0.88% | -77.2% |
| Q4 2020 | $4,255,000 | – | 100,930 | – | 3.86% | – |
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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% |