SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 584 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,436,662 | -30.1% | 42,796 | -28.4% | 1.21% | -26.5% |
| Q2 2023 | $2,054,686 | -7.6% | 59,764 | -8.3% | 1.65% | -11.0% |
| Q1 2023 | $2,224,628 | +4.9% | 65,181 | +1.3% | 1.85% | +2.0% |
| Q4 2022 | $2,120,943 | +4.0% | 64,349 | -2.1% | 1.81% | -2.6% |
| Q3 2022 | $2,040,000 | -14.4% | 65,742 | -4.1% | 1.86% | -9.2% |
| Q2 2022 | $2,384,000 | -13.2% | 68,571 | -1.7% | 2.05% | -8.2% |
| Q1 2022 | $2,746,000 | +40.3% | 69,767 | +47.9% | 2.23% | +40.6% |
| Q4 2021 | $1,957,000 | – | 47,178 | – | 1.59% | – |
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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% |