WCG Wealth Advisors LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is EDIV and the CUSIP is 78463X533. A total of 3 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
WCG Wealth Advisors LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$341
-15.8%
11,344
-20.3%
0.02%
-46.8%
Q2 2023$405
+12.8%
14,233
+3.9%
0.05%
+2.2%
Q1 2023$359
-99.9%
13,703
-5.2%
0.05%
-4.2%
Q4 2022$346,872
+7.4%
14,453
-1.1%
0.05%
+14.3%
Q3 2022$323,000
-0.3%
14,610
+16.7%
0.04%
+90.9%
Q2 2022$324,00012,5200.02%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Retirement Planning Group, LLC 408,953$13,385,0005.47%
Valentine Capital Asset Management, Inc. 63,609$2,082,0001.40%
Destination Wealth Management 546,151$17,876,0001.18%
FCA CORP /TX 57,187$1,872,0001.03%
RAND WEALTH, LLC 226,783$7,423,0001.00%
Highmount Capital, LLC 115,110$3,768,0000.96%
Brinker Capital Investments, LLC 566,000$18,525,0000.72%
Shamrock Asset Management LLC 31,947$1,046,0000.48%
NOTTINGHAM ADVISORS, INC. 73,430$2,403,0000.40%
Gradient Investments LLC 79,607$2,606,0000.36%
View complete list of SPDR INDEX SHS FDS shareholders