Roundview Capital 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
Roundview Capital LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q4 2021$219,000
-7.6%
4,703
-10.2%
0.02%
-15.4%
Q3 2021$237,000
-5.2%
5,236
-1.9%
0.03%
-7.1%
Q2 2021$250,000
+5.0%
5,3360.0%0.03%
-6.7%
Q1 2021$238,000
+6.7%
5,3360.0%0.03%
-3.2%
Q4 2020$223,000
-17.1%
5,336
-19.0%
0.03%
-39.2%
Q4 2019$269,000
+8.0%
6,586
-0.2%
0.05%
-5.6%
Q3 2019$249,000
-1.6%
6,6010.0%0.05%
-5.3%
Q2 2019$253,000
+5.0%
6,6010.0%0.06%0.0%
Q1 2019$241,000
+9.5%
6,6010.0%0.06%
-8.1%
Q4 2018$220,000
+2.3%
6,601
+17.4%
0.06%
+17.0%
Q3 2018$215,000
-0.5%
5,6250.0%0.05%
-7.0%
Q2 2018$216,000
-7.3%
5,625
-2.6%
0.06%
-13.6%
Q1 2018$233,000
-10.4%
5,775
-9.4%
0.07%
-1.5%
Q4 2017$260,000
-48.8%
6,375
-50.0%
0.07%
-8.2%
Q3 2017$508,000
+107.3%
12,750
+100.0%
0.07%
+2.8%
Q2 2017$245,000
+5.6%
6,3750.0%0.07%
-1.4%
Q1 2017$232,000
+6.4%
6,375
-2.3%
0.07%
+2.9%
Q4 2016$218,000
-17.7%
6,525
-19.2%
0.07%
-25.5%
Q3 2016$265,000
+2.3%
8,075
-2.7%
0.09%
-1.1%
Q2 2016$259,000
-7.2%
8,300
-1.2%
0.10%
-8.7%
Q1 2016$279,000
-4.8%
8,400
-1.2%
0.10%
-10.3%
Q4 2015$293,0008,5000.12%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2021
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