Sequent Asset Management, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is WDIV and the CUSIP is 78463X459. A total of 54 filers reported holding SPDR INDEX SHS FDS in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Sequent Asset Management, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2022$219,000
-13.4%
4,1000.0%0.16%
-11.8%
Q2 2022$253,000
-8.3%
4,1000.0%0.19%
+14.8%
Q1 2022$276,000
+1.5%
4,1000.0%0.16%
+9.5%
Q4 2021$272,000
+0.7%
4,1000.0%0.15%
-4.5%
Q3 2021$270,000
-3.2%
4,1000.0%0.16%
-3.1%
Q2 2021$279,000
-1.4%
4,100
-4.1%
0.16%
-8.6%
Q1 2021$283,000
-30.3%
4,275
-36.4%
0.18%
-34.5%
Q4 2020$406,000
+13.7%
6,7250.0%0.27%
+3.9%
Q3 2020$357,000
-1.7%
6,725
-2.4%
0.26%
-6.5%
Q2 2020$363,000
+10.0%
6,8920.0%0.28%
+1.9%
Q1 2020$330,000
-32.9%
6,8920.0%0.27%
-4.3%
Q4 2019$492,000
+5.8%
6,8920.0%0.28%
-17.3%
Q3 2019$465,0000.0%6,8920.0%0.34%
+1.5%
Q2 2019$465,000
+1.8%
6,8920.0%0.34%
+2.1%
Q1 2019$457,000
+7.0%
6,8920.0%0.33%
-4.4%
Q4 2018$427,000
-8.8%
6,8920.0%0.34%
+7.2%
Q3 2018$468,000
-3.5%
6,892
-4.3%
0.32%
-5.0%
Q2 2018$485,000
+90.9%
7,201
+83.0%
0.34%
+120.9%
Q1 2018$254,000
-50.2%
3,934
-45.4%
0.15%
-45.4%
Q4 2017$510,000
+78.9%
7,201
+71.4%
0.28%
+68.7%
Q3 2017$285,000
+9.2%
4,201
+6.8%
0.17%
+4.4%
Q2 2017$261,000
-29.6%
3,934
-31.4%
0.16%
-24.3%
Q1 2017$371,0005,7340.21%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2019
NameSharesValueWeighting ↓
Intercontinental Wealth Advisors, LLC 87,878$5,181,6611.32%
Crescent Sterling, Ltd. 10,560$622,6640.60%
Authentikos Wealth Advisory, LLC 9,738$571,5230.58%
B.O.S.S. Retirement Advisors, LLC 19,369$1,142,0760.27%
Quantitative Advantage, LLC 27,764$1,637,0880.24%
Allie Family Office LLC 4,455$262,6860.20%
LifePro Asset Management 4,073$239,0440.17%
Farther Finance Advisors, LLC 9,470$558,3930.16%
AE Wealth Management LLC 425,402$25,083,6020.16%
Simplicity Wealth,LLC 3,637$214,4770.14%
View complete list of SPDR INDEX SHS FDS shareholders