SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 584 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,344 | -99.0% | 40 | -99.0% | 0.00% | -100.0% |
| Q2 2023 | $139,927 | +1.2% | 4,070 | +0.5% | 0.01% | -20.0% |
| Q1 2023 | $138,227 | +3.6% | 4,050 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $133,488 | -15.0% | 4,050 | -19.7% | 0.01% | -28.6% |
| Q3 2022 | $157,000 | +124.3% | 5,046 | +151.8% | 0.01% | +180.0% |
| Q2 2022 | $70,000 | -63.0% | 2,004 | -59.1% | 0.01% | -61.5% |
| Q1 2022 | $189,000 | +225.9% | 4,897 | +250.5% | 0.01% | +225.0% |
| Q4 2021 | $58,000 | 0.0% | 1,397 | +2.3% | 0.00% | 0.0% |
| Q3 2021 | $58,000 | -6.5% | 1,366 | 0.0% | 0.00% | -20.0% |
| Q2 2021 | $62,000 | +5.1% | 1,366 | +0.8% | 0.01% | 0.0% |
| Q1 2021 | $59,000 | +3.5% | 1,355 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $57,000 | 0.0% | 1,355 | -12.7% | 0.01% | -16.7% |
| Q3 2020 | $57,000 | – | 1,553 | – | 0.01% | – |
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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% |