SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 599 filers reported holding SPDR INDEX SHS FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,277,993 | -1.0% | 67,858 | +1.4% | 1.91% | +3.4% |
| Q2 2023 | $2,301,844 | +1.8% | 66,953 | +1.4% | 1.85% | -6.4% |
| Q1 2023 | $2,260,412 | +14.2% | 66,036 | +9.9% | 1.97% | +9.4% |
| Q4 2022 | $1,980,105 | +13.9% | 60,076 | +7.3% | 1.80% | +4.7% |
| Q3 2022 | $1,738,000 | -16.1% | 55,986 | -5.5% | 1.72% | -10.4% |
| Q2 2022 | $2,071,000 | -3.5% | 59,246 | +8.2% | 1.92% | +17.0% |
| Q1 2022 | $2,147,000 | +26.9% | 54,766 | +34.3% | 1.64% | +21.4% |
| Q4 2021 | $1,692,000 | – | 40,771 | – | 1.35% | – |
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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% |