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 | $1,720,731 | +161622.8% | 51,258 | +70.5% | 0.01% | +12.5% |
| Q4 2022 | $1,064 | -99.9% | 30,072 | +26.9% | 0.01% | +33.3% |
| Q3 2022 | $715,000 | +27.0% | 23,698 | +43.7% | 0.01% | +20.0% |
| Q2 2022 | $563,000 | -53.5% | 16,494 | -49.0% | 0.01% | -44.4% |
| Q1 2022 | $1,211,000 | +185.6% | 32,370 | +214.1% | 0.01% | +200.0% |
| Q4 2021 | $424,000 | -0.9% | 10,305 | +6.0% | 0.00% | 0.0% |
| Q3 2021 | $428,000 | -22.5% | 9,720 | -27.0% | 0.00% | 0.0% |
| Q2 2021 | $552,000 | -7.4% | 13,320 | 0.0% | 0.00% | -25.0% |
| Q1 2021 | $596,000 | +92.3% | 13,320 | +94.5% | 0.00% | +100.0% |
| Q4 2020 | $310,000 | -50.2% | 6,849 | -60.5% | 0.00% | -60.0% |
| Q2 2019 | $623,000 | -2.5% | 17,338 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $639,000 | +185.3% | 17,338 | +177.3% | 0.01% | +150.0% |
| Q2 2018 | $224,000 | +10.3% | 6,252 | +19.7% | 0.00% | +100.0% |
| Q1 2018 | $203,000 | – | 5,223 | – | 0.00% | – |
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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% |