FAS Wealth Partners, Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is WDIV and the CUSIP is 78463X459. A total of 75 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
FAS Wealth Partners, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2024$7,033
-1.2%
1190.0%0.00%0.0%
Q1 2024$7,115
+593.5%
119
+600.0%
0.00%
Q4 2023$1,026
+12.1%
170.0%0.00%
Q3 2023$915
-3.9%
170.0%0.00%
Q2 2023$952
-0.7%
17
+6.2%
0.00%
Q1 2023$959
+1.2%
160.0%0.00%
Q4 2022$948
-5.2%
160.0%0.00%
Q3 2022$1,0000.0%16
+6.7%
0.00%
Q2 2022$1,0000.0%15
+7.1%
0.00%
Q1 2022$1,0000.0%140.0%0.00%
Q4 2021$1,0000.0%140.0%0.00%
Q3 2021$1,0000.0%140.0%0.00%
Q2 2021$1,0000.0%14
+40.0%
0.00%
Q1 2021$1,0000.0%10
+11.1%
0.00%
Q4 2020$1,00090.0%0.00%
Q3 2020$090.0%0.00%
Q2 2020$09
+28.6%
0.00%
Q1 2020$0
-100.0%
70.0%0.00%
Q4 2019$1,00070.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Intercontinental Wealth Advisors, LLC 30,615$2,024,0000.44%
Harborview Advisors, LLC 5,399$357,0000.22%
AE Wealth Management LLC 284,722$18,824,0000.19%
Sequent Asset Management, LLC 4,275$283,0000.18%
Freestone Capital Holdings, LLC 30,436$2,012,0000.11%
Cetera Investment Advisers 82,577$5,460,0000.11%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 22,029$1,456,0000.11%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 8,722$576,6570.09%
Retirement Group, LLC 2,806$185,0000.08%
Bedel Financial Consulting, Inc. 2,500$165,0000.06%
View complete list of SPDR INDEX SHS FDS shareholders