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 193 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is 3.12 and the average weighting 0.1%.

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 Q1 2022
NameSharesValueWeighting ↓
Connacht Asset Management LP 899,600$31,297,00013.13%
Gradient Investments LLC 3,399,682$118,275,0003.45%
Allie Family Office LLC 89,647$3,119,0002.53%
Private Wealth Advisors, LLC 170,583$6,318,0002.33%
Gunma Bank,Ltd. 155,000$5,392,0002.28%
Upper Left Wealth Management, LLC 47,939$1,668,0001.93%
LFA - Lugano Financial Advisors SA 76,866$2,674,0001.87%
COURIER CAPITAL LLC 449,588$15,641,0001.83%
Money Design Co.,Ltd. 434,105$15,103,0001.13%
GFS Advisors, LLC 141,976$4,939,0001.11%
View complete list of SPDR INDEX SHS FDS shareholders