SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 411 filers reported holding SPDR INDEX SHS FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $105,852 | -21.8% | 3,410 | -12.4% | 0.00% | -33.3% |
| Q2 2022 | $135,363 | -15.8% | 3,893 | -6.4% | 0.01% | +20.0% |
| Q1 2022 | $160,751 | -2.7% | 4,160 | +4.5% | 0.01% | -16.7% |
| Q4 2021 | $165,141 | -7.5% | 3,980 | -5.1% | 0.01% | -14.3% |
| Q3 2021 | $178,440 | -13.6% | 4,196 | -7.5% | 0.01% | -12.5% |
| Q2 2021 | $206,462 | +8.5% | 4,538 | +4.4% | 0.01% | 0.0% |
| Q1 2021 | $190,366 | +14.5% | 4,348 | +10.3% | 0.01% | -11.1% |
| Q4 2020 | $166,247 | -42.2% | 3,943 | -49.9% | 0.01% | -47.1% |
| Q3 2020 | $287,590 | +13.4% | 7,866 | +3.7% | 0.02% | 0.0% |
| Q2 2020 | $253,702 | +23.0% | 7,582 | +4.6% | 0.02% | 0.0% |
| Q1 2020 | $206,335 | -2.0% | 7,250 | +29.5% | 0.02% | +13.3% |
| Q4 2019 | $210,466 | +167.3% | 5,599 | +143.8% | 0.02% | +150.0% |
| Q3 2019 | $78,741 | -3.3% | 2,297 | +0.9% | 0.01% | -14.3% |
| Q2 2019 | $81,458 | +21.2% | 2,276 | +21.1% | 0.01% | +16.7% |
| Q1 2019 | $67,193 | +28.9% | 1,879 | +16.6% | 0.01% | 0.0% |
| Q4 2018 | $52,132 | +85.0% | 1,611 | +99.1% | 0.01% | +100.0% |
| Q3 2018 | $28,177 | +36.8% | 809 | +38.8% | 0.00% | 0.0% |
| Q2 2018 | $20,603 | -0.1% | 583 | +11.0% | 0.00% | 0.0% |
| Q1 2018 | $20,633 | +138.3% | 525 | +131.3% | 0.00% | +200.0% |
| Q4 2017 | $8,660 | – | 227 | – | 0.00% | – |
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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% |