Captrust Financial Advisors »

Spdr Index Shares Funds S&p Global Divid s&p glbdiv etf shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Spdr Index Shares Funds S&p Global Divid s&p glbdiv etf (WDIV) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Spdr Index Shares Funds S&p Global Divid s&p glbdiv etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr Index Shares Funds S&p Global Divid s&p glbdiv etf held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr Index Shares Funds S&p Global Divid s&p glbdiv etf by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 19k 66.68
2024-06-30 $1.2M 20k 59.11
2024-03-31 $1.2M 20k 59.98
2023-12-31 $1.4M 23k 60.47
2023-09-30 $1.5M 28k 54.58
2023-06-30 $1.7M 29k 57.41
2023-03-31 $255k 4.3k 58.96
2022-12-31 $245k 4.2k 58.69
2022-06-30 $149k 2.4k 61.62
2022-03-31 $95k 1.4k 67.66
2021-12-31 $93k 1.4k 66.43
2021-09-30 $92k 1.4k 66.19
2021-06-30 $61k 897 68.00
2021-03-31 $58k 876 66.21
2020-12-31 $101k 1.7k 60.59
2020-09-30 $565k 11k 53.50
2020-06-30 $606k 12k 52.84
2020-03-31 $617k 14k 45.77
2019-12-31 $1.0M 14k 71.58
2019-09-30 $989k 15k 67.50
2019-06-30 $985k 15k 67.50
2019-03-31 $967k 15k 66.30
2018-12-31 $895k 14k 61.98
2018-09-30 $977k 14k 67.87
2018-06-30 $943k 14k 67.41
2018-03-31 $697k 10k 67.78

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Vanguard Value Etf (VTV)
Microsoft Corp Stock (MSFT)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Growth Etf Etf (VUG)
Vanguard Small-cap Etf Etf (VB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

Top funds holding Spdr Index Shares Funds S&p Global Divid s&p glbdiv etf

AE Wealth Management
Bank of America Corporation
LPL Financial
Savoie Capital
CI Private Wealth
Morgan Stanley
Wealth Enhancement Advisory Services
Susquehanna International
Royal Bank of Canada
Sontag Advisory
Envestnet Asset Management
Assetmark
Captrust Financial Advisors
Branch Banking & Trust Company
Emerald Investment Partners

View all funds holding Spdr Index Shares Funds S&p Global Divid s&p glbdiv etf