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 | $5,581,615 | +2.2% | 166,268 | +4.7% | 4.91% | +10.4% |
| Q2 2023 | $5,462,238 | +2.9% | 158,878 | +2.2% | 4.45% | -0.6% |
| Q1 2023 | $5,307,568 | +6.2% | 155,510 | +2.6% | 4.48% | +3.3% |
| Q4 2022 | $4,997,729 | +10.2% | 151,630 | +3.8% | 4.33% | -1.9% |
| Q3 2022 | $4,536,000 | -7.4% | 146,123 | +3.7% | 4.42% | +6.6% |
| Q2 2022 | $4,897,000 | -2.6% | 140,843 | +8.2% | 4.14% | -12.1% |
| Q1 2022 | $5,028,000 | +5.8% | 130,116 | +13.6% | 4.71% | +17.8% |
| Q4 2021 | $4,752,000 | +11.8% | 114,531 | +14.6% | 4.00% | +14.2% |
| Q3 2021 | $4,249,000 | +2.5% | 99,901 | +9.6% | 3.50% | -5.6% |
| Q2 2021 | $4,147,000 | +10.5% | 91,146 | +6.3% | 3.71% | -4.2% |
| Q1 2021 | $3,753,000 | – | 85,735 | – | 3.87% | – |
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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% |