SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 193 filers reported holding SPDR INDEX SHS FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,410 | -2.3% | 257,547 | +2.5% | 2.14% | +2.0% |
| Q2 2023 | $6,564 | +3.9% | 251,193 | +2.3% | 2.09% | -2.0% |
| Q1 2023 | $6,317 | -5.2% | 245,518 | -11.3% | 2.14% | -9.3% |
| Q4 2022 | $6,660 | -99.9% | 276,788 | -4.9% | 2.36% | -2.5% |
| Q3 2022 | $6,175,000 | -13.7% | 291,126 | -3.2% | 2.42% | -6.1% |
| Q2 2022 | $7,154,000 | -10.0% | 300,843 | +4.1% | 2.57% | +2.9% |
| Q1 2022 | $7,952,000 | -8.7% | 288,963 | -2.8% | 2.50% | -4.3% |
| Q4 2021 | $8,712,000 | +0.7% | 297,246 | -0.5% | 2.61% | -5.7% |
| Q3 2021 | $8,652,000 | -6.4% | 298,660 | -2.4% | 2.77% | -3.9% |
| Q2 2021 | $9,242,000 | +4.8% | 306,042 | +0.4% | 2.88% | -1.4% |
| Q1 2021 | $8,815,000 | +2.2% | 304,896 | -2.2% | 2.92% | -1.6% |
| Q4 2020 | $8,624,000 | +10.6% | 311,884 | -3.8% | 2.97% | +1.0% |
| Q3 2020 | $7,796,000 | +2.3% | 324,165 | -3.6% | 2.94% | -2.5% |
| Q2 2020 | $7,623,000 | +17.0% | 336,426 | +1.8% | 3.02% | 0.0% |
| Q1 2020 | $6,515,000 | – | 330,385 | – | 3.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Montecito Bank & Trust | 409,414 | $13,965,000 | 5.10% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 372,356 | $12,701,000 | 3.52% |
| Lenox Wealth Advisors, LLC | 197,589 | $6,740,000 | 2.05% |
| TIEMANN INVESTMENT ADVISORS, LLC | 59,065 | $2,015,000 | 1.87% |
| Courage Miller Partners, LLC | 74,569 | $2,544,000 | 1.76% |
| Sequoia Financial Advisors, LLC | 385,503 | $13,150,000 | 1.67% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 340,756 | $11,623,000 | 1.55% |
| WEALTHSOURCE PARTNERS, LLC | 117,674 | $4,014,000 | 1.48% |
| PITCAIRN CO | 358,246 | $12,220,000 | 1.48% |
| NORTHWEST INVESTMENT COUNSELORS, LLC | 88,785 | $3,028,000 | 1.46% |