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 63 filers reported holding SPDR INDEX SHS FDS in Q4 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 Q4 2021
NameSharesValueWeighting ↓
Intercontinental Wealth Advisors, LLC 87,878$5,181,6611.32%
Crescent Sterling, Ltd. 10,560$622,6640.60%
Authentikos Wealth Advisory, LLC 9,738$571,5230.58%
B.O.S.S. Retirement Advisors, LLC 19,369$1,142,0760.27%
Quantitative Advantage, LLC 27,764$1,637,0880.24%
Allie Family Office LLC 4,455$262,6860.20%
LifePro Asset Management 4,073$239,0440.17%
Farther Finance Advisors, LLC 9,470$558,3930.16%
AE Wealth Management LLC 425,402$25,083,6020.16%
Simplicity Wealth,LLC 3,637$214,4770.14%
View complete list of SPDR INDEX SHS FDS shareholders