SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 507 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $111,756 | -50.3% | 3,329 | -49.1% | 0.00% | – |
| Q2 2023 | $224,744 | -53.9% | 6,537 | -54.3% | 0.00% | – |
| Q1 2023 | $487,703 | +156.1% | 14,290 | +147.3% | 0.00% | – |
| Q4 2022 | $190,462 | +8.8% | 5,779 | +2.6% | 0.00% | – |
| Q3 2022 | $175,000 | -10.3% | 5,631 | 0.0% | 0.00% | – |
| Q2 2022 | $195,000 | -11.0% | 5,631 | -0.6% | 0.00% | – |
| Q1 2022 | $219,000 | -8.4% | 5,664 | -1.6% | 0.00% | – |
| Q4 2021 | $239,000 | +2.6% | 5,754 | +5.1% | 0.00% | – |
| Q3 2021 | $233,000 | -6.4% | 5,477 | 0.0% | 0.00% | – |
| Q2 2021 | $249,000 | +2.0% | 5,477 | -1.8% | 0.00% | – |
| Q1 2021 | $244,000 | -1.2% | 5,577 | -4.8% | 0.00% | – |
| Q4 2020 | $247,000 | +15.4% | 5,859 | +0.0% | 0.00% | – |
| Q3 2020 | $214,000 | +16.9% | 5,857 | +7.1% | 0.00% | – |
| Q2 2020 | $183,000 | +17.3% | 5,467 | -0.4% | 0.00% | – |
| Q1 2020 | $156,000 | -28.4% | 5,489 | -5.3% | 0.00% | – |
| Q4 2019 | $218,000 | +3.3% | 5,795 | -5.8% | 0.00% | – |
| Q3 2019 | $211,000 | -25.4% | 6,150 | -22.1% | 0.00% | – |
| Q2 2019 | $283,000 | +1389.5% | 7,898 | +1401.5% | 0.00% | – |
| Q1 2019 | $19,000 | +11.8% | 526 | +0.2% | 0.00% | – |
| Q4 2018 | $17,000 | 0.0% | 525 | +4.8% | 0.00% | – |
| Q3 2018 | $17,000 | -57.5% | 501 | -55.1% | 0.00% | – |
| Q2 2018 | $40,000 | -4.8% | 1,116 | +4.9% | 0.00% | – |
| Q1 2018 | $42,000 | +162.5% | 1,064 | +158.3% | 0.00% | – |
| Q4 2017 | $16,000 | +6.7% | 412 | +100.0% | 0.00% | – |
| Q3 2017 | $15,000 | +7.1% | 206 | 0.0% | 0.00% | – |
| Q2 2017 | $14,000 | +7.7% | 206 | 0.0% | 0.00% | – |
| Q1 2017 | $13,000 | +8.3% | 206 | 0.0% | 0.00% | – |
| Q4 2016 | $12,000 | 0.0% | 206 | 0.0% | 0.00% | – |
| Q3 2016 | $12,000 | +9.1% | 206 | 0.0% | 0.00% | – |
| Q2 2016 | $11,000 | 0.0% | 206 | 0.0% | 0.00% | – |
| Q1 2016 | $11,000 | 0.0% | 206 | 0.0% | 0.00% | – |
| Q4 2015 | $11,000 | 0.0% | 206 | 0.0% | 0.00% | – |
| Q3 2015 | $11,000 | -42.1% | 206 | -31.8% | 0.00% | – |
| Q2 2015 | $19,000 | 0.0% | 302 | 0.0% | 0.00% | – |
| Q1 2015 | $19,000 | -36.7% | 302 | -37.1% | 0.00% | – |
| Q4 2014 | $30,000 | – | 480 | – | 0.00% | – |
Download | ||||||
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% |