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
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)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

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
Jane Street
Bank of America Corporation
CI Private Wealth
Mango Investments
Royal Bank of Canada
Wealth Enhancement Advisory Services
Assetmark
Sontag Advisory
Captrust Financial Advisors
Emerald Investment Partners
UBS Group
Branch Banking & Trust Company
Citigroup
H D Vest Advisory Services

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