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 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
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 Q3 2022
NameSharesValueWeighting ↓
Intercontinental Wealth Advisors, LLC 90,142$5,974,0001.26%
Lenox Wealth Advisors, LLC 35,000$2,319,0000.28%
Allie Family Office LLC 4,455$295,0000.23%
OLD MISSION CAPITAL LLC 76,292$5,056,0000.21%
Sequent Asset Management, LLC 4,100$272,0000.15%
AE Wealth Management LLC 294,039$19,486,0000.14%
Retirement Group, LLC 3,703$245,0000.11%
LifePro Asset Management 4,303$285,0000.08%
Cetera Investment Advisers 80,562$5,339,0000.08%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 9,358$620,0000.07%
View complete list of SPDR INDEX SHS FDS shareholders