SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 310 filers reported holding SPDR INDEX SHS FDS in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,303,422 | -0.9% | 68,615 | +1.4% | 0.10% | +18.1% |
| Q2 2023 | $2,325,445 | -5.5% | 67,639 | -6.2% | 0.08% | -13.5% |
| Q1 2023 | $2,460,162 | +45.4% | 72,082 | +40.5% | 0.10% | +35.2% |
| Q4 2022 | $1,691,511 | -9.0% | 51,320 | -14.3% | 0.07% | -15.5% |
| Q3 2022 | $1,858,000 | -7.0% | 59,887 | +4.3% | 0.08% | -6.7% |
| Q2 2022 | $1,997,000 | -6.3% | 57,439 | +4.1% | 0.09% | +5.9% |
| Q1 2022 | $2,131,000 | +11.0% | 55,165 | +19.2% | 0.08% | -13.3% |
| Q4 2021 | $1,919,000 | +6.2% | 46,266 | +16.5% | 0.10% | +7.7% |
| Q2 2021 | $1,806,528 | +12.0% | 39,704 | +7.8% | 0.09% | -2.2% |
| Q1 2021 | $1,612,365 | +7.6% | 36,829 | +3.6% | 0.09% | -6.1% |
| Q4 2020 | $1,498,864 | +20.7% | 35,552 | +4.7% | 0.10% | 0.0% |
| Q3 2020 | $1,241,681 | -7.7% | 33,963 | -15.5% | 0.10% | -13.9% |
| Q2 2020 | $1,345,555 | +17.5% | 40,214 | -0.0% | 0.12% | -8.0% |
| Q1 2020 | $1,144,860 | -24.7% | 40,227 | -0.6% | 0.12% | -3.8% |
| Q4 2019 | $1,521,079 | +73.3% | 40,465 | +58.1% | 0.13% | +54.8% |
| Q3 2019 | $877,602 | +5.4% | 25,601 | +275.3% | 0.08% | +12.0% |
| Q2 2019 | $832,367 | +17.1% | 6,821 | -65.7% | 0.08% | -3.8% |
| Q1 2019 | $710,945 | +30.3% | 19,881 | +17.9% | 0.08% | +9.9% |
| Q4 2018 | $545,460 | -27.0% | 16,856 | -21.4% | 0.07% | -16.5% |
| Q3 2018 | $747,173 | +83.6% | 21,452 | +86.3% | 0.08% | +60.4% |
| Q2 2018 | $406,869 | – | 11,513 | – | 0.05% | – |
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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% |