Harborview Advisors, LLC - 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
Harborview Advisors, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2021$381,000
-2.3%
5,774
+0.7%
0.21%
-2.3%
Q2 2021$390,000
+9.2%
5,735
+6.2%
0.22%
+0.9%
Q1 2021$357,000
+15.2%
5,399
+5.1%
0.22%
+3.8%
Q4 2020$310,000
+25.0%
5,137
+10.2%
0.21%
+10.1%
Q3 2020$248,000
+6.4%
4,662
+42.9%
0.19%
+5.6%
Q4 2019$233,000
+11.5%
3,263
+5.2%
0.18%
+6.5%
Q3 2019$209,0003,1020.17%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
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