CALTON & ASSOCIATES, INC. - 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
CALTON & ASSOCIATES, INC. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2023$1,137,285
-3.2%
24,734
-5.5%
0.53%
-2.8%
Q1 2023$1,174,785
+15.3%
26,164
-0.6%
0.54%
+38.3%
Q4 2022$1,018,696
+96.3%
26,323
+55.9%
0.39%
+32.7%
Q3 2022$519,000
-15.7%
16,889
-4.8%
0.30%
-13.2%
Q2 2022$616,000
-14.8%
17,733
+0.9%
0.34%
+59.1%
Q1 2022$723,000
-10.7%
17,578
+1.2%
0.22%
-0.5%
Q4 2021$810,000
-0.2%
17,361
-3.2%
0.22%
+21.3%
Q3 2021$812,000
-3.4%
17,942
-0.0%
0.18%
+11.2%
Q2 2021$841,000
+11.2%
17,950
+5.7%
0.16%
+8.8%
Q1 2021$756,000
+5.6%
16,988
-0.9%
0.15%
+14.8%
Q4 2020$716,000
+11.5%
17,150
-2.9%
0.13%
-3.0%
Q3 2020$642,000
+0.5%
17,662
-1.8%
0.13%
-5.0%
Q2 2020$639,000
-36.7%
17,979
-47.5%
0.14%
-44.4%
Q1 2020$1,010,000
-25.4%
34,242
+3.2%
0.25%
-8.1%
Q4 2019$1,353,000
+4.0%
33,181
-3.7%
0.27%
-5.9%
Q3 2019$1,301,000
-6.4%
34,464
-5.0%
0.29%
-26.5%
Q2 2019$1,390,000
-0.9%
36,291
-5.3%
0.39%
-8.0%
Q1 2019$1,402,000
+7.6%
38,326
-2.1%
0.43%
-10.9%
Q4 2018$1,303,000
-4.3%
39,155
+10.1%
0.48%
+19.5%
Q3 2018$1,361,000
+3.9%
35,572
+6.9%
0.40%
+5.2%
Q2 2018$1,310,000
+15.7%
33,283
+18.4%
0.38%
+16.2%
Q1 2018$1,132,000
-0.6%
28,105
+8.3%
0.33%
+14.3%
Q4 2017$1,139,00025,9500.29%
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