LPL Financial LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is WDIV and the CUSIP is 78463X459. A total of 61 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$4,629,214
+9.9%
84,819
+15.6%
0.00%0.0%
Q2 2023$4,212,754
-14.5%
73,380
-12.2%
0.00%
-25.0%
Q1 2023$4,929,773
+22.4%
83,606
+21.9%
0.00%
+33.3%
Q4 2022$4,026,370
+42.2%
68,604
+29.2%
0.00%0.0%
Q3 2022$2,832,000
-86.2%
53,087
-84.0%
0.00%
-84.2%
Q2 2022$20,482,000
-4.8%
332,015
+4.0%
0.02%
+5.6%
Q1 2022$21,522,000
+723.7%
319,350
+709.8%
0.02%
+800.0%
Q4 2021$2,613,000
-5.1%
39,435
-5.6%
0.00%
-33.3%
Q3 2021$2,754,000
+17.7%
41,762
+21.5%
0.00%
+50.0%
Q2 2021$2,340,000
+56.0%
34,373
+51.5%
0.00%0.0%
Q1 2021$1,500,000
+34.9%
22,684
+23.0%
0.00%
+100.0%
Q4 2020$1,112,000
+33.0%
18,435
+17.1%
0.00%0.0%
Q3 2020$836,000
-9.5%
15,737
-10.2%
0.00%
-50.0%
Q2 2020$924,000
-9.6%
17,532
-17.7%
0.00%0.0%
Q1 2020$1,022,000
-4.5%
21,311
+42.3%
0.00%0.0%
Q4 2019$1,070,000
+58.3%
14,973
+49.6%
0.00%
+100.0%
Q3 2019$676,000
+18.2%
10,006
+18.1%
0.00%0.0%
Q2 2019$572,000
-2.6%
8,473
-4.3%
0.00%0.0%
Q1 2019$587,000
+16.2%
8,850
+8.6%
0.00%0.0%
Q4 2018$505,000
-11.9%
8,148
-3.4%
0.00%0.0%
Q3 2018$573,000
+9.8%
8,437
+8.9%
0.00%0.0%
Q2 2018$522,000
-0.6%
7,744
+1.5%
0.00%0.0%
Q1 2018$525,000
+56.2%
7,632
+60.8%
0.00%0.0%
Q4 2017$336,000
+15.5%
4,745
+10.9%
0.00%0.0%
Q3 2017$291,000
-11.0%
4,277
-13.2%
0.00%0.0%
Q2 2017$327,000
+10.8%
4,929
+7.5%
0.00%
-50.0%
Q1 2017$295,000
-4.8%
4,585
-8.0%
0.00%0.0%
Q4 2016$310,000
+8.0%
4,985
+8.9%
0.00%
-33.3%
Q3 2016$287,000
+20.1%
4,577
+15.9%
0.00%
+50.0%
Q2 2016$239,000
-42.4%
3,950
-43.7%
0.00%
+100.0%
Q1 2016$415,000
-7.4%
7,021
-12.0%
0.00%0.0%
Q4 2015$448,000
+43.1%
7,982
+55.4%
0.00%
-50.0%
Q3 2015$313,000
+0.3%
5,137
+5.1%
0.00%0.0%
Q2 2015$312,000
-7.7%
4,889
-4.4%
0.00%0.0%
Q1 2015$338,0005,1160.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Intercontinental Wealth Advisors, LLC 87,461$5,133,0861.53%
Crescent Sterling, Ltd. 10,163$596,4660.64%
Simplicity Wealth,LLC 5,559$326,2690.29%
B.O.S.S. Retirement Advisors, LLC 17,701$1,038,9180.27%
Allie Family Office LLC 4,455$261,4640.22%
Quantitative Advantage, LLC 21,717$1,274,5710.20%
LifePro Asset Management 4,073$239,0440.18%
AE Wealth Management LLC 410,211$24,075,2940.17%
WealthShield Partners, LLC 11,603$680,9800.13%
Farther Finance Advisors, LLC 3,590$210,6970.08%
View complete list of SPDR INDEX SHS FDS shareholders