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 55 filers reported holding SPDR INDEX SHS FDS in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q3 2022
NameSharesValueWeighting ↓
Intercontinental Wealth Advisors, LLC 34,192$2,328,0000.46%
Lenox Wealth Advisors, LLC 35,000$2,383,0000.30%
Harborview Advisors, LLC 5,735$390,0000.22%
AE Wealth Management LLC 293,524$19,983,0000.18%
Sequent Asset Management, LLC 4,100$279,0000.16%
Retirement Group, LLC 3,058$208,0000.10%
Cetera Investment Advisers 88,388$6,017,0000.10%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 21,166$1,441,0000.10%
DCM Advisors, LLC 2,000$136,0000.08%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 9,107$620,0050.08%
View complete list of SPDR INDEX SHS FDS shareholders