SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 603 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $528,049 | -5.4% | 15,786 | -2.8% | 0.42% | -5.8% |
| Q2 2023 | $558,166 | -8.7% | 16,235 | -9.4% | 0.45% | -15.5% |
| Q1 2023 | $611,471 | -1.9% | 17,916 | -5.2% | 0.53% | +15.5% |
| Q4 2022 | $623,158 | +0.8% | 18,906 | -3.6% | 0.46% | -9.5% |
| Q3 2022 | $618,000 | -11.7% | 19,610 | -3.2% | 0.50% | -2.1% |
| Q2 2022 | $700,000 | -17.2% | 20,259 | -5.6% | 0.52% | +10.0% |
| Q1 2022 | $845,000 | +1.2% | 21,468 | 0.0% | 0.47% | -11.2% |
| Q4 2021 | $835,000 | – | 21,468 | – | 0.53% | – |
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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% |