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
| 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 ↓ |
|---|---|---|---|
| AE Wealth Management LLC | 252,169 | $16,726,000 | 1.16% |
| Simplicity Solutions, LLC | 249,918 | $16,577,000 | 0.99% |
| Freestone Capital Holdings, LLC | 218,010 | $14,461,000 | 0.86% |
| Intercontinental Wealth Advisors, LLC | 22,112 | $1,467,000 | 0.73% |
| Cetera Investment Advisers | 41,385 | $2,745,000 | 0.39% |
| Sequent Asset Management, LLC | 6,892 | $457,000 | 0.33% |
| Ahrens Investment Partners LLC | 9,500 | $630,000 | 0.29% |
| Golden State Wealth Management, LLC | 12,023 | $797,000 | 0.27% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 15,277 | $1,013,000 | 0.11% |
| Belpointe Asset Management LLC | 8,433 | $559,000 | 0.11% |