PERSONAL CFO SOLUTIONS, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is FEZ and the CUSIP is 78463X202. A total of 186 filers reported holding SPDR INDEX SHS FDS in Q4 2019. The put-call ratio across all filers is 1.84 and the average weighting 0.2%.

Quarter-by-quarter ownership
PERSONAL CFO SOLUTIONS, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2023$201,806
-29.2%
4,389
-52.6%
0.04%
-43.1%
Q3 2022$285,000
-11.5%
9,2590.0%0.07%
-5.3%
Q2 2022$322,000
-15.5%
9,2590.0%0.08%
+1.3%
Q1 2022$381,000
-12.0%
9,259
-0.2%
0.08%
-7.4%
Q4 2021$433,000
+3.3%
9,274
+0.2%
0.08%
-5.8%
Q3 2021$419,000
-3.5%
9,2590.0%0.09%
-3.4%
Q2 2021$434,000
-6.3%
9,259
-11.0%
0.09%
-11.0%
Q1 2021$463,000
+6.7%
10,3990.0%0.10%
-6.5%
Q4 2020$434,00010,399
-16.1%
0.11%
Q3 2020$0
-100.0%
12,399
-8.8%
0.00%
-100.0%
Q2 2020$483,000
-14.2%
13,599
-28.8%
0.14%
-29.2%
Q1 2020$563,000
-27.7%
19,0870.0%0.20%
-9.4%
Q4 2019$779,000
-0.6%
19,087
-8.1%
0.22%
-28.5%
Q3 2019$784,00020,7720.31%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2019
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