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 ↓
Crescent Sterling, Ltd. 9,117$497,5820.53%
Authentikos Wealth Advisory, LLC 8,728$476,3520.46%
B.O.S.S. Retirement Advisors, LLC 23,609$1,288,5230.28%
Allie Family Office LLC 4,455$243,1420.20%
Slagle Financial, LLC 4,610$251,6270.15%
AE Wealth Management LLC 441,528$24,097,4530.14%
WealthShield Partners, LLC 15,016$819,5340.12%
Farther Finance Advisors, LLC 8,734$476,6950.08%
Golden State Equity Partners 4,815$262,7900.07%
KWB Wealth 7,859$451,1990.07%
View complete list of SPDR INDEX SHS FDS shareholders