Intercontinental Wealth Advisors, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is WDIV and the CUSIP is 78463X459. A total of 58 filers reported holding SPDR INDEX SHS FDS in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Intercontinental Wealth Advisors, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2023$5,075,058
-2.1%
88,400
+0.6%
1.21%
-8.5%
Q1 2023$5,181,661
+0.9%
87,878
+0.5%
1.32%
-13.3%
Q4 2022$5,133,086
+6.0%
87,461
-3.7%
1.53%
+0.5%
Q3 2022$4,843,000
-14.2%
90,788
-0.8%
1.52%
-0.6%
Q2 2022$5,644,000
-8.3%
91,487
+0.2%
1.53%
+9.1%
Q1 2022$6,155,000
+3.0%
91,327
+1.3%
1.40%
+11.3%
Q4 2021$5,974,000
+6.4%
90,142
+5.9%
1.26%
-3.8%
Q3 2021$5,613,000
+141.1%
85,116
+148.9%
1.31%
+183.9%
Q2 2021$2,328,000
+15.0%
34,192
+11.7%
0.46%
+4.5%
Q1 2021$2,024,000
+27.8%
30,615
+16.6%
0.44%
+15.7%
Q4 2020$1,584,000
-2.8%
26,255
-14.4%
0.38%
-20.1%
Q3 2020$1,630,000
+11.3%
30,665
+10.4%
0.48%
+0.2%
Q2 2020$1,464,000
+10.8%
27,786
+0.8%
0.48%
-31.8%
Q1 2020$1,321,000
-6.4%
27,561
+39.1%
0.70%
-40.7%
Q4 2019$1,412,000
-21.2%
19,809
-25.3%
1.18%
+6.9%
Q3 2019$1,791,000
+0.2%
26,524
+0.2%
1.10%
+19.3%
Q2 2019$1,787,000
+21.8%
26,472
+19.7%
0.92%
+27.0%
Q1 2019$1,467,000
+25.0%
22,112
+16.8%
0.73%
+11.0%
Q4 2018$1,174,000
-11.3%
18,934
-2.9%
0.66%
-1.2%
Q3 2018$1,323,000
+26.8%
19,496
+25.9%
0.66%
+14.3%
Q2 2018$1,043,000
-9.5%
15,480
-7.6%
0.58%
-13.2%
Q1 2018$1,153,000
+10.8%
16,758
+14.0%
0.67%
+14.6%
Q4 2017$1,041,000
+143.2%
14,695
+133.1%
0.58%
+123.4%
Q3 2017$428,0006,3040.26%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2019
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