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 | $282,659 | -36.8% | 8,420 | -33.4% | 0.00% | – |
| Q2 2018 | $447,000 | -4.1% | 12,640 | +6.5% | 0.00% | – |
| Q1 2018 | $466,000 | +92.6% | 11,864 | +87.1% | 0.00% | – |
| Q4 2017 | $242,000 | -2.0% | 6,340 | +86.3% | 0.00% | – |
| Q3 2017 | $247,000 | +8.8% | 3,403 | 0.0% | 0.00% | – |
| Q2 2017 | $227,000 | +4.1% | 3,403 | 0.0% | 0.00% | – |
| Q1 2017 | $218,000 | -0.5% | 3,403 | -13.6% | 0.00% | – |
| Q2 2016 | $219,000 | +6.8% | 3,939 | +0.8% | 0.00% | – |
| Q3 2015 | $205,000 | -17.0% | 3,908 | +1.8% | 0.00% | – |
| Q2 2015 | $247,000 | +0.4% | 3,838 | 0.0% | 0.00% | – |
| Q1 2015 | $246,000 | -6.1% | 3,838 | -7.9% | 0.00% | – |
| Q4 2014 | $262,000 | -14.4% | 4,165 | -9.4% | 0.00% | – |
| Q3 2014 | $306,000 | -8.7% | 4,599 | -7.1% | 0.00% | – |
| Q2 2014 | $335,000 | +6.7% | 4,949 | 0.0% | 0.00% | – |
| Q1 2014 | $314,000 | -10.8% | 4,949 | -9.0% | 0.00% | – |
| Q4 2013 | $352,000 | +3.2% | 5,436 | +0.6% | 0.00% | – |
| Q3 2013 | $341,000 | +8.9% | 5,401 | +2.9% | 0.00% | – |
| Q2 2013 | $313,000 | – | 5,251 | – | 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% |