SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 507 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,022,291 | -3.5% | 30,453 | -1.2% | 0.36% | -7.7% |
| Q2 2023 | $1,059,912 | +2.3% | 30,829 | +1.6% | 0.39% | -2.8% |
| Q1 2023 | $1,035,710 | -44.1% | 30,346 | -46.0% | 0.40% | -48.3% |
| Q4 2022 | $1,853,074 | +7.5% | 56,222 | +1.3% | 0.77% | -7.9% |
| Q3 2022 | $1,723,000 | -9.4% | 55,522 | -1.8% | 0.84% | -8.3% |
| Q2 2022 | $1,901,000 | -14.1% | 56,540 | -1.2% | 0.92% | -5.2% |
| Q1 2022 | $2,212,000 | +23.5% | 57,237 | +32.6% | 0.97% | +19.3% |
| Q4 2021 | $1,791,000 | -0.9% | 43,175 | +1.6% | 0.81% | -9.0% |
| Q3 2021 | $1,807,000 | +12.5% | 42,499 | +20.4% | 0.89% | +8.7% |
| Q2 2021 | $1,606,000 | +35.9% | 35,300 | +30.7% | 0.82% | +11.6% |
| Q1 2021 | $1,182,000 | -29.6% | 27,010 | -32.2% | 0.73% | -7.3% |
| Q4 2020 | $1,680,000 | – | 39,839 | – | 0.79% | – |
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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% |