SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 327 filers reported holding SPDR INDEX SHS FDS in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $961,750 | +4.5% | 28,649 | +7.0% | 0.00% | +33.3% |
| Q2 2023 | $920,700 | +87.8% | 26,780 | +86.4% | 0.00% | +50.0% |
| Q1 2023 | $490,312 | +125.4% | 14,366 | +117.6% | 0.00% | +100.0% |
| Q4 2022 | $217,569 | -91.5% | 6,601 | -92.0% | 0.00% | -91.7% |
| Q3 2022 | $2,573,000 | -10.5% | 82,901 | +0.3% | 0.01% | -7.7% |
| Q2 2022 | $2,875,000 | -7.5% | 82,691 | +2.8% | 0.01% | +18.2% |
| Q1 2022 | $3,108,000 | +39.7% | 80,447 | +50.0% | 0.01% | +57.1% |
| Q4 2021 | $2,225,000 | -6.4% | 53,630 | -4.0% | 0.01% | -12.5% |
| Q3 2021 | $2,376,000 | -7.6% | 55,869 | -1.2% | 0.01% | -11.1% |
| Q2 2021 | $2,572,000 | +9.2% | 56,523 | +5.1% | 0.01% | 0.0% |
| Q1 2021 | $2,355,000 | +34.3% | 53,797 | +29.4% | 0.01% | +50.0% |
| Q4 2020 | $1,753,000 | +6.6% | 41,576 | -7.6% | 0.01% | -14.3% |
| Q3 2020 | $1,644,000 | +33.4% | 44,976 | +22.1% | 0.01% | +16.7% |
| Q2 2020 | $1,232,000 | -21.0% | 36,826 | -32.8% | 0.01% | -40.0% |
| Q1 2020 | $1,560,000 | +2.9% | 54,807 | +35.9% | 0.01% | +25.0% |
| Q4 2019 | $1,516,000 | +83.5% | 40,317 | +162.2% | 0.01% | +60.0% |
| Q3 2019 | $826,000 | 0.0% | 15,375 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $826,000 | 0.0% | 15,375 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $826,000 | -7.3% | 15,375 | -7.2% | 0.01% | -16.7% |
| Q4 2018 | $891,000 | +312.5% | 16,575 | +167.3% | 0.01% | +500.0% |
| Q3 2018 | $216,000 | – | 6,200 | – | 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% |