Heartwood Wealth Advisors LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is EDIV and the CUSIP is 78463X533. A total of 59 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Heartwood Wealth Advisors LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q4 2022$4,189,392
+1994.7%
174,558
+2019.7%
0.66%
+1626.3%
Q3 2020$200,000
-59.4%
8,235
-58.7%
0.04%
-61.2%
Q2 2020$493,000
+11.3%
19,9550.0%0.10%
-7.5%
Q1 2020$443,000
-28.9%
19,955
+2.8%
0.11%
-10.9%
Q4 2019$623,00019,4150.12%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Retirement Planning Group, LLC 244,075$9,534,0003.39%
Guild Investment Management, Inc. 93,990$3,671,0002.55%
Miracle Mile Advisors, LLC 7,550$295,0002.42%
Focused Wealth Management, Inc 56,271$2,198,0001.84%
CORDA Investment Management, LLC. 172,450$6,736,0001.62%
Destination Wealth Management 324,472$12,674,0001.33%
Roundview Capital LLC 42,064$1,643,0000.75%
Valentine Capital Asset Management, Inc. 87,964$3,436,0000.74%
TWIN FOCUS CAPITAL PARTNERS, LLC 13,356$522,0000.52%
NOTTINGHAM ADVISORS, INC. 35,925$1,403,0000.47%
View complete list of SPDR INDEX SHS FDS shareholders