SPDR INDEX SHS FDS's ticker is WDIV and the CUSIP is 78463X459. A total of 71 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $505,666 | -20.9% | 9,264 | -16.7% | 0.00% | 0.0% |
| Q2 2023 | $638,909 | +25.5% | 11,127 | +28.8% | 0.00% | 0.0% |
| Q1 2023 | $509,293 | -3.7% | 8,636 | -4.2% | 0.00% | 0.0% |
| Q4 2022 | $529,000 | +10.9% | 9,015 | +0.5% | 0.00% | 0.0% |
| Q3 2022 | $477,000 | -7.6% | 8,969 | +7.1% | 0.00% | 0.0% |
| Q2 2022 | $516,000 | -11.3% | 8,374 | -3.0% | 0.00% | 0.0% |
| Q1 2022 | $582,000 | +18.1% | 8,635 | +16.0% | 0.00% | 0.0% |
| Q4 2021 | $493,000 | +14.4% | 7,445 | +14.0% | 0.00% | 0.0% |
| Q3 2021 | $431,000 | +4.1% | 6,531 | +7.3% | 0.00% | 0.0% |
| Q2 2021 | $414,000 | +32.7% | 6,086 | +29.1% | 0.00% | 0.0% |
| Q1 2021 | $312,000 | +31.6% | 4,716 | +20.2% | 0.00% | 0.0% |
| Q4 2020 | $237,000 | +115.5% | 3,924 | +89.2% | 0.00% | – |
| Q3 2020 | $110,000 | -4.3% | 2,074 | -5.3% | 0.00% | – |
| Q2 2020 | $115,000 | -5.0% | 2,190 | -12.4% | 0.00% | – |
| Q1 2020 | $121,000 | – | 2,500 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Intercontinental Wealth Advisors, LLC | 91,327 | $6,155,000 | 1.40% |
| Lenox Wealth Advisors, LLC | 35,000 | $2,372,000 | 0.30% |
| Allie Family Office LLC | 4,455 | $300,000 | 0.23% |
| Sequent Asset Management, LLC | 4,100 | $276,000 | 0.16% |
| OLD MISSION CAPITAL LLC | 78,643 | $5,300,000 | 0.15% |
| AE Wealth Management LLC | 305,537 | $20,591,000 | 0.14% |
| Retirement Group, LLC | 4,023 | $271,000 | 0.10% |
| LifePro Asset Management | 4,241 | $286,000 | 0.10% |
| WealthShield Partners, LLC | 8,303 | $560,000 | 0.09% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 9,508 | $641,000 | 0.07% |