FORTE CAPITAL LLC /ADV - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 175 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
FORTE CAPITAL LLC /ADV ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q1 2022$298,0000.0%10,1600.0%0.04%0.0%
Q4 2021$298,000
+1.4%
10,160
+0.3%
0.04%
-5.0%
Q3 2021$294,000
-3.6%
10,134
+0.3%
0.04%
-4.8%
Q2 2021$305,000
+4.5%
10,103
+0.1%
0.04%
-6.7%
Q1 2021$292,000
+5.4%
10,097
+0.6%
0.04%
+4.7%
Q4 2020$277,000
+16.4%
10,035
+1.6%
0.04%
-2.3%
Q3 2020$238,000
+3.9%
9,880
-2.4%
0.04%
-8.3%
Q2 2020$229,000
+5.5%
10,119
-8.1%
0.05%
-36.0%
Q1 2020$217,000
-76.8%
11,016
-69.7%
0.08%
-71.7%
Q4 2019$935,000
+4.7%
36,302
-2.2%
0.26%
-4.0%
Q3 2019$893,000
+1.7%
37,130
+55.1%
0.28%
-1.4%
Q2 2019$878,000
+6.3%
23,935
+5.0%
0.28%
-5.7%
Q1 2019$826,000
+16.3%
22,800
+5.1%
0.30%0.0%
Q4 2018$710,000
-5.1%
21,702
+8.4%
0.30%
+10.4%
Q3 2018$748,000
+3.3%
20,025
+2.4%
0.27%
-4.9%
Q2 2018$724,000
-1.0%
19,551
+3.9%
0.28%
-7.5%
Q1 2018$731,000
+8.1%
18,818
+8.5%
0.31%
+52.2%
Q4 2017$676,000
+5.3%
17,350
+2.2%
0.20%
-2.4%
Q3 2017$642,000
+7.0%
16,976
+0.9%
0.21%
+4.0%
Q2 2017$600,000
+9.9%
16,824
+5.2%
0.20%
+5.9%
Q1 2017$546,000
+22.1%
15,998
+12.5%
0.19%
+12.0%
Q4 2016$447,000
+17.0%
14,217
+20.9%
0.17%
+15.2%
Q3 2016$382,000
-37.4%
11,755
-41.3%
0.14%
-38.6%
Q2 2016$610,000
+52.9%
20,032
+54.6%
0.24%
+34.9%
Q1 2016$399,00012,9610.18%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 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