Avantax Planning Partners, Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 149 filers reported holding SPDR INDEX SHS FDS in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Avantax Planning Partners, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$39,295,411
-0.8%
1,578,763
+4.2%
1.64%
+4.4%
Q2 2023$39,609,280
+0.0%
1,515,855
-1.5%
1.58%
-2.1%
Q1 2023$39,607,455
+6.9%
1,539,349
-0.0%
1.61%
+9.5%
Q4 2022$37,054,883
+47.3%
1,540,103
+29.8%
1.47%
+29.7%
Q3 2022$25,156,000
-24.9%
1,186,068
-15.8%
1.13%
-20.9%
Q2 2022$33,517,000
-12.4%
1,409,449
+1.4%
1.43%
-5.7%
Q1 2022$38,252,000
+131.4%
1,389,954
+146.4%
1.52%
+123.4%
Q4 2021$16,533,000
+196.3%
564,085
+192.9%
0.68%
+164.6%
Q3 2021$5,580,000
-5.6%
192,596
-1.7%
0.26%
-7.2%
Q2 2021$5,914,000
+4.2%
195,829
-0.2%
0.28%
-5.5%
Q1 2021$5,675,000
-4.0%
196,305
-8.2%
0.29%
-3.6%
Q4 2020$5,914,000
-0.8%
213,885
-13.7%
0.30%
-3.5%
Q3 2020$5,963,000
+3.9%
247,936
-2.1%
0.32%
-2.8%
Q2 2020$5,740,000
-47.3%
253,293
-54.2%
0.32%
-57.3%
Q1 2020$10,902,000
-20.5%
552,826
+3.9%
0.76%
-5.8%
Q4 2019$13,707,000
-9.5%
531,914
-15.5%
0.81%
-13.3%
Q3 2019$15,139,000
-1.8%
629,741
+50.0%
0.93%
-6.7%
Q2 2019$15,412,000
-2.1%
419,944
-3.4%
1.00%
-8.8%
Q1 2019$15,738,000
-74.8%
434,637
-77.2%
1.09%
-76.8%
Q4 2018$62,490,0001,908,6654.71%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2020
NameSharesValueWeighting ↓
HENGEHOLD CAPITAL MANAGEMENT LLC 2,818,325$77,927,00011.60%
Reby Advisors, LLC 1,344,405$37,173,0009.74%
Wealth CMT 428,229$11,841,0007.39%
FINANCIAL CONSULATE, INC 521,283$14,413,0006.22%
Barnett & Company, Inc. 281,629$7,787,0004.90%
TOBIAS FINANCIAL ADVISORS, INC. 250,466$6,925,0003.17%
HANTZ FINANCIAL SERVICES, INC. 311,884$8,624,0002.97%
Iowa State Bank 299,400$8,278,0002.74%
Courage Miller Partners, LLC 185,379$5,126,0002.36%
Jacobi Capital Management LLC 461,958$12,773,0002.02%
View complete list of SPDR INDEX SHS FDS shareholders