Retirement Group, 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
Retirement Group, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$40,606
-4.0%
744
+0.9%
0.02%
-5.6%
Q2 2023$42,311
+70418.3%
737
-27.4%
0.02%
-33.3%
Q1 2023$60
-15.5%
1,015
-15.6%
0.03%
-20.6%
Q4 2022$71
-99.9%
1,203
-6.2%
0.03%
-37.0%
Q3 2022$68,000
-76.9%
1,283
-73.1%
0.05%
-55.7%
Q2 2022$294,000
+8.5%
4,770
+18.6%
0.12%
+16.2%
Q1 2022$271,000
+10.6%
4,023
+8.6%
0.10%
-1.9%
Q4 2021$245,000
+12.9%
3,703
+12.5%
0.11%
+7.0%
Q3 2021$217,000
+4.3%
3,291
+7.6%
0.10%0.0%
Q2 2021$208,000
+12.4%
3,058
+9.0%
0.10%
+19.0%
Q1 2021$185,000
+17.8%
2,806
+7.7%
0.08%
+16.7%
Q4 2020$157,000
+9.0%
2,605
-3.8%
0.07%
-11.1%
Q3 2020$144,000
-2.7%
2,708
-3.3%
0.08%
-12.0%
Q2 2020$148,000
-14.0%
2,801
+16.4%
0.09%
-17.9%
Q4 2019$172,0002,4060.11%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2022
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