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Spdr Index Shares Funds S&p Global Divid s&p glbdiv etf shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Index Shares Funds S&p Global Divid s&p glbdiv etf by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.1M 35k 60.47
2023-09-30 $1.9M 35k 54.58
2023-06-30 $2.0M 35k 57.41
2023-03-31 $2.1M 35k 58.96
2022-12-31 $2.1M 35k 58.69
2022-09-30 $1.9M 35k 53.34
2022-06-30 $2.2M 35k 61.69
2021-09-30 $2.3M 35k 65.94

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Sontag Advisory

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
B.O.S.S. Retirement Advisors
Captrust Financial Advisors
Emerald Investment Partners
UBS Group
Branch Banking & Trust Company
Citigroup

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