Focused Wealth Management, Inc - 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
Focused Wealth Management, Inc ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$198,690
-8.5%
4,730
+0.1%
0.04%
-10.3%
Q2 2023$217,220
+3.3%
4,724
+0.9%
0.04%
-9.3%
Q1 2023$210,325
+12.2%
4,684
-3.3%
0.04%
+13.2%
Q4 2022$187,453
+25.8%
4,844
+0.2%
0.04%
+22.6%
Q3 2022$149,000
-11.3%
4,835
+0.2%
0.03%0.0%
Q2 2022$168,000
-18.0%
4,825
-3.3%
0.03%
-3.1%
Q1 2022$205,000
-26.5%
4,989
-16.6%
0.03%
-25.6%
Q4 2021$279,000
+2.2%
5,984
-0.9%
0.04%
-4.4%
Q3 2021$273,000
-4.2%
6,036
-0.8%
0.04%
-4.3%
Q2 2021$285,000
+5.2%
6,086
-0.1%
0.05%
-2.1%
Q1 2021$271,000
+6.7%
6,091
+0.0%
0.05%
-2.0%
Q4 2020$254,000
+14.9%
6,089
+0.3%
0.05%
+2.1%
Q3 2020$221,000
-7.9%
6,070
-10.2%
0.05%
-14.3%
Q2 2020$240,000
-4.0%
6,762
-20.0%
0.06%
-22.2%
Q1 2020$250,000
-29.4%
8,457
-2.4%
0.07%
-14.3%
Q4 2019$354,000
+6.0%
8,667
-2.0%
0.08%
-8.7%
Q3 2019$334,000
-8.0%
8,846
-6.8%
0.09%
-5.2%
Q2 2019$363,000
-17.7%
9,488
-21.3%
0.10%
-27.1%
Q1 2019$441,000
-24.9%
12,051
-31.7%
0.13%
-33.5%
Q4 2018$587,000
-80.8%
17,635
-77.9%
0.20%
-80.8%
Q3 2018$3,054,000
-10.7%
79,813
-10.6%
1.04%
-12.3%
Q2 2018$3,420,000
-51.5%
89,231
-49.0%
1.18%
-47.4%
Q1 2018$7,049,000
-66.1%
175,045
-65.7%
2.25%
-66.2%
Q4 2017$20,781,000
-3.6%
510,466
-2.3%
6.66%
-7.3%
Q3 2017$21,557,000
+56.7%
522,592
+46.1%
7.19%
+39.9%
Q2 2017$13,761,000
+71.2%
357,701
+61.8%
5.14%
+63.5%
Q1 2017$8,036,000
+16.5%
221,079
+7.2%
3.14%
+7.9%
Q4 2016$6,899,000
+344850.0%
206,190
+381733.3%
2.91%
+291300.0%
Q4 2015$2,0000.0%540.0%0.00%0.0%
Q3 2015$2,0000.0%540.0%0.00%0.0%
Q2 2015$2,0000.0%540.0%0.00%0.0%
Q1 2015$2,0000.0%540.0%0.00%0.0%
Q4 2014$2,000
-99.1%
54
-99.1%
0.00%
-99.4%
Q3 2014$230,000
-20.7%
5,783
-13.7%
0.18%
-22.5%
Q2 2014$290,000
+1.4%
6,704
+0.0%
0.23%
-5.0%
Q1 2014$286,000
+27.7%
6,703
+26.3%
0.24%
+27.8%
Q4 2013$224,000
+20.4%
5,307
+9.4%
0.19%
+5.6%
Q3 2013$186,0004,8520.18%
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