BOURGEON CAPITAL MANAGEMENT LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is FEZ and the CUSIP is 78463X202. A total of 192 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is 1.40 and the average weighting 0.2%.

Quarter-by-quarter ownership
BOURGEON CAPITAL MANAGEMENT LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2023$10,576
+2.4%
2300.0%0.00%0.0%
Q1 2023$10,327
+16.0%
2300.0%0.00%0.0%
Q4 2022$8,901
+27.2%
2300.0%0.00%0.0%
Q3 2022$7,000
-12.5%
2300.0%0.00%0.0%
Q2 2022$8,000
-11.1%
2300.0%0.00%0.0%
Q1 2022$9,000
-18.2%
2300.0%0.00%0.0%
Q4 2021$11,000
-78.0%
230
-79.3%
0.00%
-81.8%
Q3 2021$50,000
-3.8%
1,1100.0%0.01%0.0%
Q2 2021$52,000
+6.1%
1,1100.0%0.01%0.0%
Q1 2021$49,000
+6.5%
1,1100.0%0.01%0.0%
Q4 2020$46,000
+15.0%
1,1100.0%0.01%
-8.3%
Q3 2020$40,000
+2.6%
1,1100.0%0.01%
-14.3%
Q2 2020$39,000
+18.2%
1,1100.0%0.01%
-17.6%
Q1 2020$33,000
-99.3%
1,110
-99.0%
0.02%
-99.2%
Q4 2019$4,512,000110,6052.13%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2021
NameSharesValueWeighting ↓
ARMOR ADVISORS, L.L.C. 610,000$25,626,10011.30%
Del-Sette Capital Management, LLC 144,275$6,061,0215.96%
MinichMacGregor Wealth Management, LLC 360,810$15,157,6285.02%
Southern Farm Bureau Life Insurance 613,480$25,8934.59%
Allie Family Office LLC 99,205$4,167,6023.37%
Riggs Asset Managment Co. Inc. 191,933$8,063,1062.87%
First International Bank & Trust 182,871$7,682,4102.76%
Private Wealth Advisors, LLC 154,258$6,480,3632.74%
FOREFRONT WEALTH MANAGEMENT INC. 40,531$1,702,6962.39%
LFA - Lugano Financial Advisors SA 64,726$2,719,1392.33%
View complete list of SPDR INDEX SHS FDS shareholders