SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 18 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,485,979 | -2.3% | 44,265 | +0.1% | 1.12% | +1.4% |
| Q2 2023 | $1,520,321 | +17.6% | 44,221 | +16.7% | 1.11% | +5.9% |
| Q1 2023 | $1,292,881 | +11.0% | 37,881 | +7.2% | 1.04% | -5.3% |
| Q4 2022 | $1,165,171 | +11.0% | 35,351 | +4.5% | 1.10% | +0.3% |
| Q3 2022 | $1,050,000 | -12.6% | 33,823 | -2.2% | 1.10% | -3.6% |
| Q2 2022 | $1,202,000 | -7.8% | 34,575 | +2.5% | 1.14% | +6.8% |
| Q1 2022 | $1,304,000 | -6.3% | 33,748 | +0.6% | 1.07% | +3.7% |
| Q4 2021 | $1,392,000 | – | 33,541 | – | 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% |