UNITED CAPITAL FINANCIAL ADVISORS, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is WDIV and the CUSIP is 78463X459. A total of 55 filers reported holding SPDR INDEX SHS FDS in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2022$322,000
-8.3%
5,217
+0.0%
0.00%0.0%
Q1 2022$351,000
-10.9%
5,216
-12.3%
0.00%0.0%
Q4 2021$394,000
-3.0%
5,950
-3.3%
0.00%0.0%
Q3 2021$406,000
-16.6%
6,150
-14.0%
0.00%0.0%
Q2 2021$487,000
+17.3%
7,149
+13.8%
0.00%0.0%
Q1 2021$415,000
-21.4%
6,281
-28.2%
0.00%
-33.3%
Q4 2020$528,000
+11.9%
8,749
-1.6%
0.00%0.0%
Q3 2020$472,000
-86.2%
8,887
-86.3%
0.00%
-88.0%
Q2 2020$3,429,000
+14.3%
65,084
+4.0%
0.02%0.0%
Q1 2020$3,000,000
-29.6%
62,577
+4.9%
0.02%
-7.4%
Q4 2019$4,261,000
+5.8%
59,651
+0.0%
0.03%
-3.6%
Q3 2019$4,027,000
-3.4%
59,649
-3.4%
0.03%
+3.7%
Q2 2019$4,169,000
-5.6%
61,770
-7.2%
0.03%
-12.9%
Q1 2019$4,415,000
+8.3%
66,562
+1.2%
0.03%
-3.1%
Q4 2018$4,078,000
-8.4%
65,784
+0.3%
0.03%
+3.2%
Q3 2018$4,452,000
+1.0%
65,580
+0.2%
0.03%
-6.1%
Q2 2018$4,408,000
-10.4%
65,419
-8.5%
0.03%
-13.2%
Q1 2018$4,921,000
-10.5%
71,531
-7.8%
0.04%
-11.6%
Q4 2017$5,498,000
+6.1%
77,604
+1.7%
0.04%
-2.3%
Q3 2017$5,183,000
+12.3%
76,304
+9.7%
0.04%
+7.3%
Q2 2017$4,616,000
+7.1%
69,566
+4.3%
0.04%
+2.5%
Q1 2017$4,308,000
+8.7%
66,675
+4.0%
0.04%
+5.3%
Q4 2016$3,964,000
+11.8%
64,118
+14.9%
0.04%
+11.8%
Q3 2016$3,547,00055,8130.03%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2022
NameSharesValueWeighting ↓
AE Wealth Management LLC 378,545$26,820,0002.37%
Simplicity Solutions, LLC 343,501$24,337,0002.36%
SWS Partners 32,284$2,287,0001.72%
Intercontinental Wealth Advisors, LLC 14,695$1,041,0000.58%
Ahrens Investment Partners LLC 14,450$1,024,0000.42%
Sequent Asset Management, LLC 7,201$510,0000.28%
Cetera Investment Advisers 19,508$1,384,0000.25%
Cypress Wealth Services, LLC 4,385$311,0000.13%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 77,604$5,498,0000.04%
ALBION FINANCIAL GROUP /UT 3,300$234,0000.04%
View complete list of SPDR INDEX SHS FDS shareholders