MPS Loria Financial Planners, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is FEZ and the CUSIP is 78463X202. A total of 159 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is 7.42 and the average weighting 0.2%.

Quarter-by-quarter ownership
MPS Loria Financial Planners, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q1 2021$127,000
+5.0%
2,871
-0.0%
0.06%
+9.3%
Q4 2020$121,000
+16.3%
2,8720.0%0.05%0.0%
Q3 2020$104,000
+2.0%
2,8720.0%0.05%
-1.8%
Q2 2020$102,000
-14.3%
2,872
-4.4%
0.06%
-31.2%
Q2 2017$119,0003,0050.08%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
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