Concord Wealth Partners - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is EDIV and the CUSIP is 78463X533. A total of 102 filers reported holding SPDR INDEX SHS FDS in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2024$16,244
+6.7%
460
+1.3%
0.00%0.0%
Q1 2024$15,223
+3.6%
454
+0.4%
0.00%0.0%
Q4 2023$14,696
+9.4%
452
+0.2%
0.00%0.0%
Q3 2023$13,433
+7.7%
451
+3.0%
0.00%0.0%
Q2 2023$12,471
+10.1%
438
+1.2%
0.00%0.0%
Q1 2023$11,328
+9.4%
433
+0.2%
0.00%0.0%
Q4 2022$10,356
-5.9%
432
+3.3%
0.00%0.0%
Q2 2022$11,000
-8.3%
418
+1.5%
0.00%0.0%
Q1 2022$12,0000.0%412
+0.2%
0.00%0.0%
Q4 2021$12,0004110.00%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2024
NameSharesValueWeighting ↓
Brinker Capital Investments, LLC 1,375,000$37,029,0001.58%
New England Investment & Retirement Group, Inc. 86,790$2,337,0001.38%
RAND WEALTH, LLC 309,548$8,336,0001.13%
CETERA INVESTMENT MANAGEMENT LLC 45,435$1,224,0000.72%
Roundview Capital LLC 46,734$1,259,0000.46%
Gradient Investments LLC 155,549$4,189,0000.45%
RPG Investment Advisory, LLC 56,280$1,509,0000.40%
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 22,000$592,0000.33%
First Allied Advisory Services, Inc. 195,569$5,322,0000.30%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 45,835$1,234,0000.20%
View complete list of SPDR INDEX SHS FDS shareholders