CAPTRUST FINANCIAL ADVISORS - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is WDIV and the CUSIP is 78463X459. A total of 67 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$1,527,523
-8.8%
27,988
-4.1%
0.01%
-14.3%
Q2 2023$1,675,418
+556.9%
29,183
+574.6%
0.01%
+600.0%
Q1 2023$255,061
+4.3%
4,326
+3.8%
0.00%0.0%
Q4 2022$244,486
+181.0%
4,166
+193.8%
0.00%0.0%
Q2 2022$87,000
-8.4%
1,418
+1.0%
0.00%0.0%
Q1 2022$95,000
+2.2%
1,404
+0.3%
0.00%0.0%
Q4 2021$93,000
+1.1%
1,400
+0.7%
0.00%0.0%
Q3 2021$92,000
+50.8%
1,390
+55.0%
0.00%0.0%
Q2 2021$61,000
+5.2%
897
+2.4%
0.00%0.0%
Q1 2021$58,000
-42.6%
876
-47.5%
0.00%0.0%
Q4 2020$101,000
-82.1%
1,667
-84.2%
0.00%
-88.9%
Q3 2020$565,000
-6.8%
10,561
-7.9%
0.01%
-10.0%
Q2 2020$606,000
-1.8%
11,469
-14.9%
0.01%
-28.6%
Q1 2020$617,000
-40.1%
13,479
-6.3%
0.01%
-12.5%
Q4 2019$1,030,000
+4.1%
14,390
-1.8%
0.02%
-54.3%
Q3 2019$989,000
+0.4%
14,652
+0.4%
0.04%
-2.8%
Q2 2019$985,000
+1.9%
14,593
+0.0%
0.04%
-7.7%
Q1 2019$967,000
+8.0%
14,586
+1.0%
0.04%
-18.8%
Q4 2018$895,000
-8.4%
14,440
+0.3%
0.05%
+9.1%
Q3 2018$977,000
+3.6%
14,396
+2.9%
0.04%
-15.4%
Q2 2018$943,000
+35.3%
13,990
+36.0%
0.05%
+20.9%
Q1 2018$697,00010,2840.04%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
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