Sigma Planning Corp - 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
Sigma Planning Corp ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$4,297,974
-2.1%
102,308
+7.1%
0.16%
+1.9%
Q2 2023$4,391,380
+43.7%
95,506
+40.4%
0.16%
+54.9%
Q1 2023$3,055,028
+1162.4%
68,040
+1210.0%
0.10%
+1357.1%
Q4 2021$242,000
+1.3%
5,194
-1.5%
0.01%0.0%
Q3 2021$239,000
-19.0%
5,273
-16.4%
0.01%
-22.2%
Q2 2021$295,000
+30.0%
6,304
+23.5%
0.01%
+28.6%
Q1 2021$227,000
-7.0%
5,106
-23.9%
0.01%
-30.0%
Q3 2020$244,000
-39.2%
6,708
-40.6%
0.01%
-44.4%
Q2 2020$401,000
+19.7%
11,290
-0.6%
0.02%
-10.0%
Q1 2020$335,000
-29.6%
11,355
-2.6%
0.02%0.0%
Q4 2019$476,000
+7.2%
11,663
-0.8%
0.02%
-4.8%
Q3 2019$444,000
-1.3%
11,761
+0.0%
0.02%
-8.7%
Q2 2019$450,000
+3.2%
11,760
-1.3%
0.02%
-8.0%
Q1 2019$436,000
+14.1%
11,913
+3.9%
0.02%
-10.7%
Q4 2018$382,000
-8.6%
11,470
+5.1%
0.03%
+12.0%
Q3 2018$418,000
-8.3%
10,918
-8.3%
0.02%
-19.4%
Q2 2018$456,000
-3.0%
11,907
+2.1%
0.03%
-8.8%
Q1 2018$470,000
-1.1%
11,6660.0%0.03%
-8.1%
Q4 2017$475,000
-1.2%
11,6660.0%0.04%
-7.5%
Q3 2017$481,000
+4.3%
11,666
-2.7%
0.04%
-7.0%
Q2 2017$461,000
+5.5%
11,984
-0.3%
0.04%
+2.4%
Q1 2017$437,000
+1.9%
12,015
-6.3%
0.04%
-10.6%
Q4 2016$429,000
-20.3%
12,820
-22.0%
0.05%
-26.6%
Q3 2016$538,000
+4.5%
16,431
-0.6%
0.06%
-4.5%
Q2 2016$515,000
-6.2%
16,529
+0.1%
0.07%
-10.7%
Q1 2016$549,000
-6.9%
16,515
-3.7%
0.08%
-9.6%
Q4 2015$590,000
-19.6%
17,141
-20.9%
0.08%
-28.4%
Q3 2015$734,000
-11.5%
21,675
-2.2%
0.12%
+1.8%
Q2 2015$829,00022,1550.11%
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