Evercore Wealth 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
Evercore Wealth Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$219,712
-8.6%
5,2300.0%0.00%0.0%
Q2 2023$240,475
+2.4%
5,2300.0%0.00%
-20.0%
Q1 2023$234,827
+8.7%
5,230
-15.8%
0.01%0.0%
Q2 2022$216,000
-15.6%
6,2130.0%0.01%0.0%
Q1 2022$256,000
-32.3%
6,213
-23.4%
0.01%
-16.7%
Q4 2021$378,000
+3.0%
8,1110.0%0.01%
-14.3%
Q3 2021$367,000
-3.4%
8,1110.0%0.01%0.0%
Q2 2021$380,000
+5.3%
8,1110.0%0.01%0.0%
Q1 2021$361,000
+6.8%
8,1110.0%0.01%0.0%
Q4 2020$338,000
+18.6%
8,111
+3.3%
0.01%0.0%
Q3 2020$285,000
+12.2%
7,854
+9.8%
0.01%0.0%
Q2 2020$254,000
+5.4%
7,154
-12.3%
0.01%
-12.5%
Q1 2020$241,000
+1047.6%
8,154
+1088.6%
0.01%
+700.0%
Q2 2016$21,000
-8.7%
6860.0%0.00%0.0%
Q1 2016$23,000
-43.9%
686
-42.2%
0.00%
-50.0%
Q4 2015$41,000
+2.5%
1,1860.0%0.00%0.0%
Q3 2015$40,000
-11.1%
1,1860.0%0.00%0.0%
Q2 2015$45,000
-2.2%
1,1860.0%0.00%0.0%
Q1 2015$46,000
-2.1%
1,1860.0%0.00%0.0%
Q3 2014$47,000
-9.6%
1,1860.0%0.00%
-33.3%
Q2 2014$52,000
+4.0%
1,1860.0%0.00%0.0%
Q1 2014$50,000
+72.4%
1,186
+72.9%
0.00%
+50.0%
Q4 2013$29,0006860.00%
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