SPDR INDEX SHS FDS (SMEZ)
Institutional ownership reported to the SEC as of Q4 2020, across 9 quarters.
15
Reporting holders
$6.9M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | $1.9M | 26,293 | 0.00% | 4q | +44.7%+$578.2K |
| PINEBRIDGE INVESTMENTS, L.P. | $1.5M | 20,746 | 0.02% | 9q | HELD |
| JANE STREET GROUP, LLC | $1.0M | 14,184 | 0.00% | 9q | -25.7%-$349.3K |
| ROYAL BANK OF CANADA | $645.0K | 9,056 | 0.00% | 9q | -2.3%-$15.0K |
| FLOW TRADERS U.S. LLC | $605.0K | 8,498 | 0.04% | 9q | -46.4%-$523.9K |
| Integrated Advisors Network LLC | $348.0K | 4,887 | 0.04% | 4q | +1.6%+$5.5K |
| ZWJ INVESTMENT COUNSEL INC | $306.0K | 4,300 | 0.02% | 3q | HELD |
| EDMOND DE ROTHSCHILD HOLDING S.A. | $287.0K | 4,030 | 0.01% | 9q | HELD |
| COURIER CAPITAL LLC | $237.0K | 3,335 | 0.03% | 2q | HELD |
| BANK OF AMERICA CORP /DE/ | $62.0K | 872 | 0.00% | 2q | +53.8%+$21.7K |
| MORGAN STANLEY | $57.0K | 795 | 0.00% | 13q | -23.9%-$17.9K |
| Iron Horse Wealth Management, LLC | $4.0K | 61 | 0.00% | new | FIRST |
| US BANCORP \DE\ | $2.0K | 26 | 0.00% | 5q | HELD |
| BlackRock Inc. | $2.0K | 26 | 0.00% | 5q | HELD |
| Lehman & Derafelo Financial Resources LLC | $1.0K | 25 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q4 2020 | 15 | $6.9M | 97,134 | 1 | 3 | 4 | 0.0% |
| Q3 2020 | 13 | $6.1M | 101,269 | 2 | 3 | 1 | 0.0% |
| Q2 2020 | 13 | $6.4M | 114,679 | 1 | 3 | 5 | 0.0% |
| Q1 2020 | 14 | $6.7M | 143,712 | 4 | 4 | 3 | 0.0% |
| Q4 2019 | 15 | $6.9M | 112,228 | 3 | 2 | 7 | 0.0% |
| Q3 2019 | 16 | $9.6M | 170,785 | 2 | 3 | 4 | 0.0% |
| Q2 2019 | 15 | $11.2M | 193,645 | 1 | 1 | 5 | 0.0% |
| Q1 2019 | 14 | $11.2M | 200,996 | 1 | 3 | 6 | 0.0% |
| Q4 2018 | 17 | $12.4M | 243,567 | 1 | 0 | 1 | 0.0% |