Bogart Wealth, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is WDIV and the CUSIP is 78463X459. A total of 68 filers reported holding SPDR INDEX SHS FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q1 2023$130,606
+0.5%
2,2150.0%0.01%0.0%
Q4 2022$129,998
-22.6%
2,215
-29.6%
0.01%
-35.7%
Q3 2022$168,000
-42.7%
3,148
-33.8%
0.01%
-46.2%
Q2 2022$293,000
-8.4%
4,7540.0%0.03%
-3.7%
Q1 2022$320,000
+1.6%
4,7540.0%0.03%
-3.6%
Q4 2021$315,000
+0.6%
4,7540.0%0.03%
-12.5%
Q3 2021$313,000
+4.7%
4,754
+8.4%
0.03%
-3.0%
Q2 2021$299,000
+243.7%
4,386
+234.3%
0.03%
+175.0%
Q1 2021$87,000
+8600.0%
1,312
+6805.3%
0.01%
+1100.0%
Q4 2017$1,0000.0%190.0%0.00%0.0%
Q3 2017$1,000190.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2022
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