SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 393 filers reported holding SPDR INDEX SHS FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $34,000 | +30.8% | 1,005 | +13.0% | 0.03% | -99.0% |
| Q1 2020 | $26,000 | -23.5% | 889 | +1.8% | 2.71% | +7.0% |
| Q4 2019 | $34,000 | +13.3% | 873 | 0.0% | 2.53% | +11.9% |
| Q3 2019 | $30,000 | -6.2% | 873 | -1.4% | 2.26% | -7.0% |
| Q2 2019 | $32,000 | -20.0% | 885 | -19.3% | 2.44% | -18.9% |
| Q1 2019 | $40,000 | +11.1% | 1,097 | -0.1% | 3.00% | -1.1% |
| Q4 2018 | $36,000 | -35.7% | 1,098 | -30.9% | 3.03% | -8.7% |
| Q3 2018 | $56,000 | -6.7% | 1,590 | -5.9% | 3.32% | -54.1% |
| Q2 2018 | $60,000 | -10.4% | 1,690 | 0.0% | 7.24% | -10.6% |
| Q1 2018 | $67,000 | – | 1,690 | – | 8.09% | – |
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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% |