BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is FEZ and the CUSIP is 78463X202. A total of 213 filers reported holding SPDR INDEX SHS FDS in Q3 2018. The put-call ratio across all filers is 2.47 and the average weighting 0.1%.

Quarter-by-quarter ownership
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2020$20,0000.0%6620.0%0.01%
-18.2%
Q1 2020$20,000
-60.8%
662
-47.5%
0.01%
-47.6%
Q4 2019$51,000
+4.1%
1,262
-2.8%
0.02%
-8.7%
Q3 2019$49,000
-2.0%
1,298
-1.1%
0.02%0.0%
Q2 2019$50,000
+11.1%
1,313
+6.5%
0.02%
+9.5%
Q1 2019$45,000
+7.1%
1,233
-1.9%
0.02%
-4.5%
Q4 2018$42,000
-12.5%
1,2570.0%0.02%
+4.8%
Q3 2018$48,0000.0%1,2570.0%0.02%
-4.5%
Q2 2018$48,000
-5.9%
1,257
-1.7%
0.02%0.0%
Q1 2018$51,000
-1.9%
1,2790.0%0.02%
-4.3%
Q4 2017$52,000
-1.9%
1,2790.0%0.02%
-8.0%
Q3 2017$53,000
-13.1%
1,279
-19.5%
0.02%
-16.7%
Q2 2017$61,000
+5.2%
1,5890.0%0.03%
-6.2%
Q1 2017$58,000
+7.4%
1,5890.0%0.03%
-3.0%
Q4 2016$54,000
-46.5%
1,589
-48.3%
0.03%
-44.1%
Q3 2016$101,000
+62.9%
3,076
+56.5%
0.06%
+47.5%
Q2 2016$62,000
-36.1%
1,966
-32.9%
0.04%
-39.4%
Q1 2016$97,000
-4.0%
2,9310.0%0.07%
-4.3%
Q4 2015$101,000
+124.4%
2,931
+122.7%
0.07%
+122.6%
Q3 2015$45,000
-10.0%
1,316
-1.8%
0.03%
+3.3%
Q2 2015$50,000
+31.6%
1,340
+35.4%
0.03%
+30.4%
Q1 2015$38,000
+5.6%
9900.0%0.02%
+9.5%
Q4 2014$36,000
-7.7%
9900.0%0.02%
-8.7%
Q3 2014$39,000
+333.3%
990
+395.0%
0.02%
+360.0%
Q2 2014$9,0002000.01%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2018
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