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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $18,484 | +2.4% | 402 | 0.0% | 0.00% | – |
| Q1 2023 | $18,050 | +16.0% | 402 | 0.0% | 0.00% | – |
| Q4 2022 | $15,557 | +29.6% | 402 | 0.0% | 0.00% | – |
| Q3 2022 | $12,000 | -72.7% | 402 | -68.4% | 0.00% | – |
| Q2 2022 | $44,000 | -42.1% | 1,272 | -31.1% | 0.00% | – |
| Q1 2022 | $76,000 | +13.4% | 1,845 | +27.9% | 0.00% | – |
| Q4 2021 | $67,000 | -2.9% | 1,443 | -5.3% | 0.00% | – |
| Q3 2021 | $69,000 | -74.9% | 1,524 | -74.0% | 0.00% | – |
| Q2 2021 | $275,000 | +1.1% | 5,864 | -4.1% | 0.00% | – |
| Q1 2021 | $272,000 | -76.8% | 6,114 | -78.2% | 0.00% | -100.0% |
| Q4 2020 | $1,171,000 | +14.2% | 28,060 | -0.4% | 0.00% | 0.0% |
| Q3 2020 | $1,025,000 | -0.8% | 28,163 | -3.1% | 0.00% | 0.0% |
| Q2 2020 | $1,033,000 | +21.1% | 29,069 | +0.6% | 0.00% | 0.0% |
| Q1 2020 | $853,000 | -28.4% | 28,905 | -0.9% | 0.00% | 0.0% |
| Q4 2019 | $1,191,000 | +9.1% | 29,171 | +0.9% | 0.00% | 0.0% |
| Q3 2019 | $1,092,000 | -2.4% | 28,916 | -1.0% | 0.00% | 0.0% |
| Q2 2019 | $1,119,000 | -7.3% | 29,221 | -11.4% | 0.00% | 0.0% |
| Q1 2019 | $1,207,000 | +8.3% | 32,966 | -1.6% | 0.00% | 0.0% |
| Q4 2018 | $1,115,000 | -47.4% | 33,487 | -39.5% | 0.00% | -50.0% |
| Q3 2018 | $2,120,000 | -8.3% | 55,388 | -8.2% | 0.00% | 0.0% |
| Q2 2018 | $2,312,000 | -10.4% | 60,343 | -5.8% | 0.00% | -33.3% |
| Q1 2018 | $2,579,000 | +0.4% | 64,043 | +1.4% | 0.00% | +50.0% |
| Q4 2017 | $2,570,000 | +5.9% | 63,132 | +7.4% | 0.00% | -33.3% |
| Q3 2017 | $2,427,000 | +11.3% | 58,808 | +3.7% | 0.00% | +50.0% |
| Q2 2017 | $2,181,000 | +6.8% | 56,687 | +0.9% | 0.00% | 0.0% |
| Q1 2017 | $2,043,000 | +10.4% | 56,207 | +1.7% | 0.00% | 0.0% |
| Q4 2016 | $1,850,000 | +70.0% | 55,275 | +66.4% | 0.00% | +100.0% |
| Q3 2016 | $1,088,000 | +5.7% | 33,216 | +0.5% | 0.00% | 0.0% |
| Q2 2016 | $1,029,000 | -6.4% | 33,049 | -0.2% | 0.00% | 0.0% |
| Q1 2016 | $1,099,000 | -61.7% | 33,105 | -60.3% | 0.00% | -66.7% |
| Q4 2015 | $2,871,000 | -18.9% | 83,384 | -20.3% | 0.00% | -25.0% |
| Q3 2015 | $3,541,000 | -10.6% | 104,600 | -1.2% | 0.00% | 0.0% |
| Q2 2015 | $3,961,000 | +22.1% | 105,832 | +26.6% | 0.00% | 0.0% |
| Q1 2015 | $3,245,000 | +147.9% | 83,616 | +135.7% | 0.00% | +300.0% |
| Q4 2014 | $1,309,000 | -22.7% | 35,479 | -16.8% | 0.00% | -50.0% |
| Q3 2014 | $1,694,000 | -40.2% | 42,653 | -34.9% | 0.00% | -50.0% |
| Q2 2014 | $2,833,000 | +87.1% | 65,479 | +84.6% | 0.00% | +100.0% |
| Q1 2014 | $1,514,000 | +172.8% | 35,479 | +169.4% | 0.00% | +100.0% |
| Q4 2013 | $555,000 | +11.7% | 13,170 | +1.9% | 0.00% | 0.0% |
| Q3 2013 | $497,000 | +16.1% | 12,928 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $428,000 | – | 12,928 | – | 0.00% | – |
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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% |