COBBLESTONE CAPITAL ADVISORS LLC /NY/ - 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
COBBLESTONE CAPITAL ADVISORS LLC /NY/ ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$13,529,886
-5.7%
543,587
-1.0%
1.00%
-0.9%
Q2 2023$14,342,067
-3.7%
548,874
-5.2%
1.01%
-8.7%
Q1 2023$14,895,230
+5.0%
578,905
-1.8%
1.11%
+2.5%
Q4 2022$14,189,657
+15.3%
589,761
+1.6%
1.08%
+5.6%
Q3 2022$12,306,000
-11.7%
580,220
-0.9%
1.03%
-3.8%
Q2 2022$13,929,000
-16.5%
585,749
-3.3%
1.07%
-5.7%
Q1 2022$16,677,000
-1.0%
606,006
+5.5%
1.13%
+4.7%
Q4 2021$16,841,000
-3.9%
574,582
-5.1%
1.08%
-9.8%
Q3 2021$17,532,000
-0.9%
605,161
+3.3%
1.20%
+0.1%
Q2 2021$17,688,000
+2.0%
585,682
-2.4%
1.20%
-5.0%
Q1 2021$17,343,000
-4.9%
599,900
-9.1%
1.26%
-10.4%
Q4 2020$18,246,000
+13.1%
659,891
-1.6%
1.41%
+1.0%
Q3 2020$16,132,000
+3.9%
670,788
-2.1%
1.39%
-0.9%
Q2 2020$15,529,000
+27.8%
685,325
+11.2%
1.40%
+6.8%
Q1 2020$12,149,000
-26.3%
616,057
-3.7%
1.32%
-12.0%
Q4 2019$16,488,000
+5.2%
639,827
-1.8%
1.49%
-4.4%
Q3 2019$15,668,000
-5.0%
651,742
+44.9%
1.56%
+5.0%
Q2 2019$16,496,000
+1.4%
449,845
+0.1%
1.49%
-2.3%
Q1 2019$16,271,000
-13.1%
449,345
-21.4%
1.52%
-21.1%
Q4 2018$18,728,000
+81.1%
572,010
+106.6%
1.93%
+98.2%
Q3 2018$10,344,000
+24.7%
276,886
+23.5%
0.97%
+18.7%
Q2 2018$8,297,000
-6.3%
224,110
-1.7%
0.82%
-8.6%
Q1 2018$8,853,000
-16.2%
227,879
-15.9%
0.90%
-14.7%
Q4 2017$10,570,000
+3.4%
271,037
+0.3%
1.05%
-16.6%
Q3 2017$10,222,000
+5.2%
270,211
-0.8%
1.26%
-0.2%
Q2 2017$9,716,000
-16.4%
272,466
-20.0%
1.26%
-18.4%
Q1 2017$11,623,000
+28.0%
340,756
+18.2%
1.55%
+23.5%
Q4 2016$9,080,000
+6.3%
288,351
+9.6%
1.25%
+3.6%
Q3 2016$8,543,000
+25.4%
263,044
+17.6%
1.21%
+24.6%
Q2 2016$6,813,000
-1.0%
223,730
+0.2%
0.97%
-3.3%
Q1 2016$6,881,000
-80.6%
223,326
-80.6%
1.00%
-81.2%
Q4 2015$35,474,000
+146.9%
1,151,748
+143.7%
5.33%
+132.3%
Q3 2015$14,369,000
+4.9%
472,662
+18.8%
2.29%
+11.4%
Q2 2015$13,694,000
+12.7%
397,844
+13.5%
2.06%
+9.7%
Q1 2015$12,147,000
+1457.3%
350,667
+1403.5%
1.88%
+1251.1%
Q4 2014$780,00023,3230.14%
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