SOA Wealth Advisors, LLC. - 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
SOA Wealth Advisors, LLC. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q1 2023$43,271
+16.4%
964
+0.3%
0.01%
+10.0%
Q4 2022$37,179
+28.2%
961
+0.5%
0.01%
+11.1%
Q3 2022$29,000
-12.1%
956
+0.5%
0.01%
-10.0%
Q2 2022$33,000
-13.2%
951
+2.1%
0.01%
+11.1%
Q1 2022$38,000
-11.6%
931
+0.2%
0.01%
-10.0%
Q4 2021$43,000
+4.9%
929
+1.2%
0.01%
-9.1%
Q3 2021$41,000
-31.7%
918
-29.1%
0.01%
-26.7%
Q2 2021$60,000
+5.3%
1,294
+0.9%
0.02%
-6.2%
Q1 2021$57,000
+5.6%
1,283
+0.1%
0.02%
+6.7%
Q4 2020$54,0001,2820.02%
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