Accel Wealth Management - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is WDIV and the CUSIP is 78463X459. A total of 62 filers reported holding SPDR INDEX SHS FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Accel Wealth Management ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q1 2023$26,534
+0.5%
4500.0%0.01%
-15.4%
Q4 2022$26,411
+5.6%
4500.0%0.01%0.0%
Q3 2022$25,000
-7.4%
4500.0%0.01%
-13.3%
Q2 2022$27,000
-12.9%
4500.0%0.02%
-6.2%
Q1 2022$31,000
+3.3%
4500.0%0.02%
+6.7%
Q4 2021$30,0000.0%4500.0%0.02%
-21.1%
Q3 2021$30,000
-3.2%
4500.0%0.02%
-9.5%
Q2 2021$31,0004500.02%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Intercontinental Wealth Advisors, LLC 91,327$6,155,0001.40%
Lenox Wealth Advisors, LLC 35,000$2,372,0000.30%
Allie Family Office LLC 4,455$300,0000.23%
Sequent Asset Management, LLC 4,100$276,0000.16%
OLD MISSION CAPITAL LLC 78,643$5,300,0000.15%
AE Wealth Management LLC 305,537$20,591,0000.14%
Retirement Group, LLC 4,023$271,0000.10%
LifePro Asset Management 4,241$286,0000.10%
WealthShield Partners, LLC 8,303$560,0000.09%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 9,508$641,0000.07%
View complete list of SPDR INDEX SHS FDS shareholders