SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 18 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $488 | +37.5% | 14,530 | +40.6% | 0.00% | +100.0% |
| Q2 2023 | $355 | +34.0% | 10,336 | +33.2% | 0.00% | 0.0% |
| Q1 2023 | $265 | -75.5% | 7,757 | -76.4% | 0.00% | -80.0% |
| Q4 2022 | $1,082 | -99.5% | 32,828 | +457.1% | 0.01% | +400.0% |
| Q2 2022 | $205,000 | -19.0% | 5,893 | -9.9% | 0.00% | 0.0% |
| Q1 2022 | $253,000 | -15.9% | 6,538 | -9.8% | 0.00% | -50.0% |
| Q4 2021 | $301,000 | +17.6% | 7,252 | +20.6% | 0.00% | 0.0% |
| Q3 2021 | $256,000 | -36.3% | 6,014 | -32.0% | 0.00% | -33.3% |
| Q2 2021 | $402,000 | +5.5% | 8,839 | +1.5% | 0.00% | 0.0% |
| Q1 2021 | $381,000 | +85.0% | 8,705 | +54.7% | 0.00% | 0.0% |
| Q3 2020 | $206,000 | -65.3% | 5,626 | -64.4% | 0.00% | -75.0% |
| Q4 2019 | $594,000 | -8.0% | 15,803 | -16.2% | 0.01% | -20.0% |
| Q3 2019 | $646,000 | -5.3% | 18,859 | -1.0% | 0.02% | -16.7% |
| Q2 2019 | $682,000 | -32.3% | 19,045 | -41.7% | 0.02% | -18.2% |
| Q1 2019 | $1,007,000 | – | 32,650 | – | 0.02% | – |
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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% |