Bedel Financial Consulting, Inc. - SPDR INDEX SHS FDS ownership

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
Bedel Financial Consulting, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q1 2022$121,000
+1.7%
1,8000.0%0.04%
+2.7%
Q4 2021$119,0000.0%1,8000.0%0.04%
-9.8%
Q3 2021$119,000
-3.3%
1,8000.0%0.04%
-4.7%
Q2 2021$123,000
-25.5%
1,800
-28.0%
0.04%
-32.8%
Q1 2021$165,0002,5000.06%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Intercontinental Wealth Advisors, LLC 91,327$6,155,0001.40%
Lenox Wealth Advisors, LLC 35,000$2,372,0000.30%
Allie Family Office LLC 4,455$300,0000.23%
Sequent Asset Management, LLC 4,100$276,0000.16%
OLD MISSION CAPITAL LLC 78,643$5,300,0000.15%
AE Wealth Management LLC 305,537$20,591,0000.14%
Retirement Group, LLC 4,023$271,0000.10%
LifePro Asset Management 4,241$286,0000.10%
WealthShield Partners, LLC 8,303$560,0000.09%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 9,508$641,0000.07%
View complete list of SPDR INDEX SHS FDS shareholders