Integrated Wealth Concepts LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is WDIV and the CUSIP is 78463X459. A total of 62 filers reported holding SPDR INDEX SHS FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2022$218,000
-17.4%
3,534
-9.6%
0.01%
-12.5%
Q1 2022$264,000
-0.4%
3,911
-2.0%
0.01%0.0%
Q4 2021$265,000
-14.5%
3,992
-15.1%
0.01%
-20.0%
Q3 2021$310,000
-29.9%
4,703
-27.6%
0.01%
-37.5%
Q2 2021$442,000
+1.4%
6,500
-1.4%
0.02%
-11.1%
Q1 2021$436,000
+10.1%
6,590
+0.4%
0.02%
-5.3%
Q4 2020$396,000
+16.1%
6,567
+37.5%
0.02%
-34.5%
Q4 2019$341,0004,7770.03%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2021
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