SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 609 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,582 | -16.7% | 524,372 | -15.3% | 0.04% | -12.5% |
| Q2 2023 | $21,116 | -31.0% | 619,043 | -30.8% | 0.05% | -36.0% |
| Q1 2023 | $30,614 | +283.3% | 894,362 | +273.6% | 0.08% | +257.1% |
| Q4 2022 | $7,987 | -99.8% | 239,422 | +98.9% | 0.02% | +110.0% |
| Q3 2022 | $3,736,000 | +42.6% | 120,355 | +59.8% | 0.01% | +42.9% |
| Q2 2022 | $2,619,000 | -75.7% | 75,295 | -73.0% | 0.01% | -66.7% |
| Q1 2022 | $10,760,000 | +51.5% | 278,425 | +78.4% | 0.02% | +50.0% |
| Q4 2021 | $7,100,000 | -23.5% | 156,036 | -28.5% | 0.01% | -26.3% |
| Q3 2021 | $9,283,000 | +30.7% | 218,271 | +39.9% | 0.02% | +35.7% |
| Q2 2021 | $7,100,000 | -14.3% | 156,036 | -17.6% | 0.01% | -22.2% |
| Q1 2021 | $8,288,000 | +14.6% | 189,317 | +10.3% | 0.02% | +5.9% |
| Q4 2020 | $7,234,000 | +151.8% | 171,590 | +118.4% | 0.02% | +112.5% |
| Q3 2020 | $2,873,000 | +682.8% | 78,579 | +509.8% | 0.01% | +700.0% |
| Q2 2020 | $367,000 | 0.0% | 12,885 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $367,000 | -39.5% | 12,885 | -20.2% | 0.00% | -50.0% |
| Q4 2019 | $607,000 | +58.5% | 16,151 | +44.4% | 0.00% | +100.0% |
| Q3 2019 | $383,000 | +72.5% | 11,187 | +80.5% | 0.00% | 0.0% |
| Q2 2019 | $222,000 | – | 6,198 | – | 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% |