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 | $1,667,086 | -5.4% | 49,660 | -3.1% | 0.00% | -20.0% |
| Q2 2023 | $1,762,319 | +0.7% | 51,260 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $1,749,504 | +457.2% | 51,260 | +615.6% | 0.01% | +400.0% |
| Q1 2021 | $314,000 | +4.0% | 7,163 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $302,000 | +15.3% | 7,163 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $262,000 | +9.2% | 7,163 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $240,000 | +17.6% | 7,163 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $204,000 | -24.2% | 7,163 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $269,000 | +9.3% | 7,163 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $246,000 | -42.7% | 7,163 | -40.3% | 0.00% | -50.0% |
| Q2 2019 | $429,000 | 0.0% | 12,000 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $429,000 | – | 12,000 | – | 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% |