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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,630,876 | -10.3% | 62,625 | -3.4% | 0.33% | -6.7% |
| Q2 2023 | $2,933,074 | +0.8% | 64,805 | 0.0% | 0.36% | -3.5% |
| Q1 2023 | $2,909,744 | +16.0% | 64,805 | 0.0% | 0.37% | +11.1% |
| Q4 2022 | $2,508,000 | +25.2% | 64,805 | -0.5% | 0.33% | +23.9% |
| Q3 2022 | $2,003,000 | -11.6% | 65,102 | 0.0% | 0.27% | -4.6% |
| Q2 2022 | $2,265,000 | +94.3% | 65,102 | +129.8% | 0.28% | +130.3% |
| Q1 2022 | $1,166,000 | -11.8% | 28,327 | 0.0% | 0.12% | -3.9% |
| Q4 2021 | $1,322,000 | – | 28,327 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Advisors, LLC | 325,375 | $13,389,000 | 4.27% |
| Gradient Investments LLC | 3,271,001 | $134,602,000 | 3.46% |
| Allie Family Office LLC | 94,962 | $3,906,000 | 2.99% |
| Upper Left Wealth Management, LLC | 51,882 | $2,160,000 | 2.24% |
| COURIER CAPITAL LLC | 441,451 | $18,166,000 | 1.82% |
| LFA - Lugano Financial Advisors SA | 54,571 | $2,247,000 | 1.50% |
| GFS Advisors, LLC | 171,918 | $7,074,000 | 1.49% |
| Money Design Co.,Ltd. | 457,557 | $18,828,000 | 1.28% |
| DORCHESTER WEALTH MANAGEMENT Co | 79,620 | $4,099,000 | 0.66% |
| 400 Capital Management LLC | 542 | $2,230,000 | 0.51% |