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 | $121,660 | +3.3% | 3,624 | +5.7% | 0.01% | +25.0% |
| Q2 2023 | $117,823 | +0.8% | 3,427 | +0.1% | 0.00% | -20.0% |
| Q1 2023 | $116,870 | +109124.3% | 3,424 | +5.4% | 0.01% | -16.7% |
| Q4 2022 | $107 | -99.5% | 3,248 | +342.5% | 0.01% | +500.0% |
| Q3 2022 | $23,000 | -89.7% | 734 | -88.5% | 0.00% | -88.9% |
| Q2 2022 | $223,000 | -50.2% | 6,410 | -44.7% | 0.01% | -25.0% |
| Q1 2022 | $448,000 | -7.6% | 11,584 | -0.9% | 0.01% | +9.1% |
| Q4 2021 | $485,000 | -3.4% | 11,693 | -0.9% | 0.01% | -15.4% |
| Q3 2021 | $502,000 | -14.0% | 11,794 | -8.1% | 0.01% | -18.8% |
| Q2 2021 | $584,000 | +147.5% | 12,837 | -14.2% | 0.02% | +166.7% |
| Q1 2021 | $236,000 | – | 14,962 | – | 0.01% | – |
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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% |