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 | $12,927,283 | +381.9% | 385,085 | +393.5% | 0.44% | +127.3% |
| Q2 2023 | $2,682,489 | +55.5% | 78,025 | +54.4% | 0.19% | +48.1% |
| Q1 2023 | $1,724,884 | +10.1% | 50,539 | +6.4% | 0.13% | +1.6% |
| Q4 2022 | $1,566,181 | +38.0% | 47,518 | +30.0% | 0.13% | +20.6% |
| Q3 2022 | $1,135,000 | +47.0% | 36,560 | +64.7% | 0.11% | +50.7% |
| Q2 2022 | $772,000 | -14.3% | 22,192 | -4.8% | 0.07% | +1.4% |
| Q1 2022 | $901,000 | +38.8% | 23,319 | +49.1% | 0.07% | +48.9% |
| Q4 2021 | $649,000 | – | 15,635 | – | 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% |