SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 603 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,743,468 | +5.8% | 81,724 | +8.4% | 1.64% | +6.2% |
| Q2 2023 | $2,592,210 | +2.3% | 75,399 | +1.5% | 1.54% | -3.4% |
| Q1 2023 | $2,534,383 | +44.7% | 74,257 | +39.8% | 1.60% | +38.7% |
| Q4 2022 | $1,751,321 | +5.9% | 53,135 | -0.3% | 1.15% | -1.7% |
| Q3 2022 | $1,654,000 | -12.1% | 53,283 | -1.5% | 1.17% | -5.2% |
| Q2 2022 | $1,881,000 | +3.5% | 54,089 | +23.5% | 1.24% | +24.1% |
| Q4 2021 | $1,817,000 | +1.3% | 43,802 | -5.6% | 1.00% | -3.8% |
| Q1 2021 | $1,793,000 | – | 46,414 | – | 1.03% | – |
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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% |