MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is WDIV and the CUSIP is 78463X459. A total of 58 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2021$1,475,000
+2.4%
22,366
+5.7%
0.10%
+2.1%
Q2 2021$1,441,000
-1.0%
21,166
-3.9%
0.10%
-8.5%
Q1 2021$1,456,000
-0.3%
22,029
-9.0%
0.11%
-5.4%
Q4 2020$1,461,000
+7.1%
24,212
-0.0%
0.11%
-5.9%
Q3 2020$1,364,000
+18.9%
24,224
+11.3%
0.12%
+8.2%
Q2 2020$1,147,000
+34.5%
21,767
+22.3%
0.11%
+12.2%
Q1 2020$853,000
-38.5%
17,794
-8.4%
0.10%
-24.6%
Q4 2019$1,388,000
-4.9%
19,425
-10.1%
0.13%
-16.7%
Q3 2019$1,459,000
-30.5%
21,610
-30.5%
0.16%
-28.4%
Q2 2019$2,099,000
+107.2%
31,108
+103.6%
0.22%
+98.2%
Q1 2019$1,013,000
+26.8%
15,277
+18.5%
0.11%
+11.1%
Q4 2018$799,00012,8890.10%
Other shareholders
SPDR INDEX SHS FDS shareholders Q1 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