FLAGSHIP HARBOR ADVISORS, LLC - 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
FLAGSHIP HARBOR ADVISORS, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,791,988
+5.3%
42,657
+15.2%
0.15%
+5.7%
Q2 2023$1,702,154
+261.8%
37,019
+253.3%
0.14%
+220.5%
Q1 2023$470,420
+111.0%
10,477
+119.2%
0.04%
+109.5%
Q4 2021$223,000
-0.4%
4,7800.0%0.02%
-12.5%
Q3 2021$224,0000.0%4,7800.0%0.02%0.0%
Q2 2021$224,000
+5.2%
4,7800.0%0.02%0.0%
Q1 2021$213,000
+4.4%
4,780
-15.2%
0.02%
-14.3%
Q3 2020$204,000
+12.1%
5,637
+9.6%
0.03%
+3.7%
Q2 2020$182,000
+19.7%
5,1420.0%0.03%
-10.0%
Q1 2020$152,000
-27.6%
5,1420.0%0.03%
-18.9%
Q4 2019$210,000
+15.4%
5,142
+6.5%
0.04%
+2.8%
Q3 2019$182,000
+5.2%
4,827
+6.4%
0.04%0.0%
Q2 2019$173,000
-64.0%
4,537
-65.6%
0.04%
-63.6%
Q1 2019$481,000
+12.6%
13,175
+2.5%
0.10%
-4.8%
Q4 2018$427,000
-14.9%
12,856
-1.9%
0.10%
+11.8%
Q3 2018$502,000
-2.3%
13,104
-2.4%
0.09%
-9.7%
Q2 2018$514,000
-0.4%
13,432
+3.8%
0.10%
-32.7%
Q1 2018$516,000
-0.8%
12,942
+4.4%
0.15%
+2.7%
Q4 2017$520,000
+13.0%
12,402
+10.6%
0.15%0.0%
Q3 2017$460,000
+15.6%
11,213
+9.3%
0.15%
+8.0%
Q2 2017$398,000
+14.4%
10,258
+5.5%
0.14%
+3.8%
Q1 2017$348,000
+5.8%
9,719
+0.6%
0.13%
-6.3%
Q4 2016$329,0009,6630.14%
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