B.O.S.S. Retirement Advisors, LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is WDIV and the CUSIP is 78463X459. A total of 69 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
B.O.S.S. Retirement Advisors, LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q4 2023$1,574,820
+22.2%
26,043
+10.3%
0.30%
+10.1%
Q3 2023$1,288,523
+3.5%
23,609
+8.9%
0.28%
+4.5%
Q2 2023$1,244,383
+9.0%
21,675
+11.9%
0.26%
-1.1%
Q1 2023$1,142,076
+9.9%
19,369
+9.4%
0.27%
+0.8%
Q4 2022$1,038,91817,7010.27%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 2024
NameSharesValueWeighting ↓
Freestone Capital Holdings, LLC 1,155,925$55,415,0001.20%
Intercontinental Wealth Advisors, LLC 27,561$1,321,0000.70%
EXANE DERIVATIVES 44,337$2,125,420,0000.59%
Simplicity Solutions, LLC 379,565$18,196,0000.56%
AE Wealth Management LLC 393,117$18,846,0000.43%
Cetera Investment Advisers 49,454$2,371,0000.29%
Sequent Asset Management, LLC 6,892$330,0000.27%
Claraphi Advisory Network, LLC 4,948$237,0000.11%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 17,794$853,0000.10%
Global Wealth Management Investment Advisory, Inc. 2,146$103,0000.05%
View complete list of SPDR INDEX SHS FDS shareholders