SOL Capital Management CO - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is FEZ and the CUSIP is 78463X202. A total of 159 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is 7.42 and the average weighting 0.2%.

Quarter-by-quarter ownership
SOL Capital Management CO ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$202
-8.6%
4,8000.0%0.03%
-6.1%
Q2 2023$221
-99.9%
4,8000.0%0.03%
-5.7%
Q1 2023$215,520
-3.8%
4,8000.0%0.04%
-14.6%
Q4 2021$224,000
+3.2%
4,8000.0%0.04%
-4.7%
Q3 2021$217,000
-3.6%
4,8000.0%0.04%
-4.4%
Q2 2021$225,000
+5.1%
4,8000.0%0.04%0.0%
Q1 2021$214,000
+7.0%
4,8000.0%0.04%
-4.3%
Q4 2020$200,000
-37.1%
4,800
-42.2%
0.05%
-45.3%
Q3 2018$318,0000.0%8,3000.0%0.09%
-5.5%
Q2 2018$318,000
-4.8%
8,3000.0%0.09%
-5.2%
Q1 2018$334,000
-27.4%
8,300
-26.5%
0.10%
-26.7%
Q4 2017$460,000
-1.3%
11,3000.0%0.13%0.0%
Q3 2017$466,000
+7.1%
11,3000.0%0.13%
+9.2%
Q2 2017$435,000
+5.8%
11,3000.0%0.12%
+2.6%
Q1 2017$411,000
+8.7%
11,3000.0%0.12%
+2.6%
Q4 2016$378,000
+15.2%
11,300
+13.0%
0.11%
+3.6%
Q3 2016$328,000
+10.8%
10,000
+5.3%
0.11%
+11.1%
Q2 2016$296,0000.0%9,500
+6.7%
0.10%
-1.0%
Q1 2016$296,000
-3.3%
8,9000.0%0.10%
-8.3%
Q4 2015$306,000
+1.7%
8,9000.0%0.11%
-6.0%
Q3 2015$301,000
-9.6%
8,9000.0%0.12%
-4.9%
Q2 2015$333,000
-3.5%
8,9000.0%0.12%
-3.9%
Q1 2015$345,000
+25.0%
8,900
+18.7%
0.13%
+18.7%
Q4 2014$276,000
-3.5%
7,500
+4.2%
0.11%
-10.1%
Q3 2014$286,000
-1.4%
7,200
+7.5%
0.12%
+2.6%
Q2 2014$290,000
+1.4%
6,7000.0%0.12%
+3.6%
Q1 2014$286,000
+1.1%
6,7000.0%0.11%
+2.8%
Q4 2013$283,000
+10.1%
6,7000.0%0.11%
+2.8%
Q3 2013$257,000
+15.8%
6,7000.0%0.11%
+17.8%
Q2 2013$222,0006,7000.09%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Private Wealth Advisors, LLC 325,375$13,389,0004.27%
Gradient Investments LLC 3,271,001$134,602,0003.46%
Allie Family Office LLC 94,962$3,906,0002.99%
Upper Left Wealth Management, LLC 51,882$2,160,0002.24%
COURIER CAPITAL LLC 441,451$18,166,0001.82%
LFA - Lugano Financial Advisors SA 54,571$2,247,0001.50%
GFS Advisors, LLC 171,918$7,074,0001.49%
Money Design Co.,Ltd. 457,557$18,828,0001.28%
DORCHESTER WEALTH MANAGEMENT Co 79,620$4,099,0000.66%
400 Capital Management LLC 542$2,230,0000.51%
View complete list of SPDR INDEX SHS FDS shareholders