IFP Advisors, Inc - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is FEZ and the CUSIP is 78463X202. A total of 231 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is 6.67 and the average weighting 0.4%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q1 2023$37,111
+17656.5%
928
-82.1%
0.00%
-66.7%
Q4 2022$209
-99.9%
5,186
-4.2%
0.01%0.0%
Q3 2022$218,0000.0%5,4110.0%0.01%
-14.3%
Q2 2022$218,000
-48.9%
5,411
-48.9%
0.01%
+40.0%
Q1 2022$427,000
+76.4%
10,597
+104.3%
0.01%0.0%
Q4 2021$242,000
+2.5%
5,1860.0%0.01%0.0%
Q3 2021$236,000
-2.5%
5,1860.0%0.01%0.0%
Q2 2021$242,000
+5.2%
5,1860.0%0.01%
+25.0%
Q1 2021$230,000
+2.2%
5,186
-3.4%
0.00%
-55.6%
Q4 2020$225,000
-3.0%
5,369
-15.9%
0.01%
-35.7%
Q3 2020$232,000
-18.3%
6,384
-20.2%
0.01%
-39.1%
Q2 2020$284,000
+16.4%
7,9960.0%0.02%
-8.0%
Q1 2020$244,000
-24.0%
7,996
+2.3%
0.02%
+4.2%
Q4 2019$321,000
+7.0%
7,813
-2.4%
0.02%
+20.0%
Q3 2019$300,000
+3.1%
8,004
-8.8%
0.02%
+11.1%
Q4 2018$291,000
-32.5%
8,776
-22.1%
0.02%0.0%
Q3 2018$431,000
-31.5%
11,267
-31.3%
0.02%
-30.8%
Q2 2018$629,000
-1.7%
16,408
+4.4%
0.03%
-10.3%
Q1 2018$640,0000.0%15,7200.0%0.03%0.0%
Q4 2017$640,000
-0.6%
15,720
+0.7%
0.03%
+11.5%
Q3 2017$644,000
+7.2%
15,615
+0.0%
0.03%
+4.0%
Q2 2017$601,000
+11.1%
15,612
+4.9%
0.02%
+4.2%
Q1 2017$541,000
+69.6%
14,889
+56.3%
0.02%
+60.0%
Q4 2016$319,000
+31800.0%
9,528
+25651.4%
0.02%
Q3 2016$1,0000.0%370.0%0.00%
Q2 2016$1,000
-93.3%
37
-91.6%
0.00%
-100.0%
Q4 2015$15,0004430.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 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