ASSETMARK, INC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is WDIV and the CUSIP is 78463X459. A total of 63 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
ASSETMARK, INC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$2,433,715
-6.5%
44,592
-1.6%
0.01%0.0%
Q2 2023$2,602,108
+49.5%
45,325
+53.6%
0.01%
+42.9%
Q1 2023$1,740,098
+0.7%
29,511
+0.2%
0.01%0.0%
Q4 2022$1,727,775
+11.0%
29,439
+0.9%
0.01%0.0%
Q3 2022$1,557,000
-21.9%
29,177
-9.7%
0.01%
-22.2%
Q2 2022$1,993,000
-11.7%
32,304
-3.6%
0.01%0.0%
Q1 2022$2,258,000
-1.1%
33,502
-2.8%
0.01%0.0%
Q4 2021$2,284,000
-2.8%
34,465
-3.3%
0.01%
-18.2%
Q3 2021$2,351,000
+11.2%
35,654
+14.8%
0.01%
+10.0%
Q2 2021$2,115,000
-2.2%
31,065
-5.0%
0.01%
-9.1%
Q1 2021$2,162,000
-5.5%
32,693
-13.8%
0.01%
-15.4%
Q4 2020$2,289,000
+16.0%
37,928
+2.2%
0.01%0.0%
Q3 2020$1,973,000
+11.7%
37,125
+10.7%
0.01%0.0%
Q2 2020$1,767,000
+62.7%
33,544
+48.1%
0.01%
+44.4%
Q1 2020$1,086,000
-23.8%
22,653
+13.6%
0.01%
-18.2%
Q4 2019$1,425,000
+4.6%
19,940
-1.2%
0.01%0.0%
Q3 2019$1,362,000
+2.2%
20,177
+2.1%
0.01%0.0%
Q2 2019$1,333,000
+2.5%
19,753
+0.7%
0.01%
-8.3%
Q1 2019$1,301,000
-27.9%
19,620
-32.6%
0.01%
-29.4%
Q4 2018$1,805,000
-8.5%
29,123
+0.2%
0.02%
-5.6%
Q3 2018$1,973,000
+4.6%
29,061
+3.8%
0.02%
-5.3%
Q2 2018$1,887,000
-0.7%
28,005
+1.3%
0.02%
-5.0%
Q1 2018$1,901,00027,641
+2764000.0%
0.02%
Q1 2016$0
-100.0%
1
-96.3%
0.00%
Q4 2015$2,000
-50.0%
27
-50.0%
0.00%
Q3 2015$4,000
-98.9%
54
-99.1%
0.00%
-100.0%
Q2 2015$376,0005,8330.01%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Intercontinental Wealth Advisors, LLC 91,327$6,155,0001.40%
Lenox Wealth Advisors, LLC 35,000$2,372,0000.30%
Allie Family Office LLC 4,455$300,0000.23%
Sequent Asset Management, LLC 4,100$276,0000.16%
OLD MISSION CAPITAL LLC 78,643$5,300,0000.15%
AE Wealth Management LLC 305,537$20,591,0000.14%
Retirement Group, LLC 4,023$271,0000.10%
LifePro Asset Management 4,241$286,0000.10%
WealthShield Partners, LLC 8,303$560,0000.09%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 9,508$641,0000.07%
View complete list of SPDR INDEX SHS FDS shareholders