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 | $819,534 | -1.5% | 15,016 | +3.6% | 0.12% | -1.6% |
| Q2 2023 | $831,871 | +11.4% | 14,490 | +14.5% | 0.12% | +4.2% |
| Q1 2023 | $746,489 | +9.6% | 12,660 | +9.1% | 0.12% | -7.7% |
| Q4 2022 | $680,980 | +27.0% | 11,603 | +15.6% | 0.13% | +22.6% |
| Q3 2022 | $536,000 | -2.0% | 10,040 | +13.3% | 0.11% | -1.9% |
| Q2 2022 | $547,000 | -2.3% | 8,860 | +6.7% | 0.11% | +20.0% |
| Q1 2022 | $560,000 | – | 8,303 | – | 0.09% | – |
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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% |