Evanson Asset Management, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is FEZ and the CUSIP is 78463X202. A total of 217 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is 1.79 and the average weighting 0.3%.

Quarter-by-quarter ownership
Evanson Asset Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2016$705,000
-3.6%
22,622
+2.9%
0.21%
-14.8%
Q1 2016$731,000
+53.9%
21,989
+59.4%
0.25%
+44.5%
Q4 2015$475,000
+2.4%
13,799
+0.6%
0.17%
-0.6%
Q3 2015$464,000
-11.3%
13,719
-1.7%
0.17%
-4.4%
Q2 2015$523,000
-3.3%
13,962
+0.1%
0.18%
-6.2%
Q1 2015$541,000
+17.9%
13,948
+12.1%
0.19%
+14.8%
Q4 2014$459,000
-5.4%
12,446
+1.9%
0.17%
-14.6%
Q3 2014$485,000
-6.4%
12,219
+2.1%
0.20%
-1.0%
Q2 2014$518,000
+1.8%
11,968
+0.2%
0.20%
-10.3%
Q1 2014$509,000
+1.4%
11,941
+0.5%
0.22%
-0.4%
Q4 2013$502,00011,8870.22%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
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