SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 126 filers reported holding SPDR INDEX SHS FDS in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $141,873 | -4.7% | 5,700 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $148,941 | +1.6% | 5,700 | 0.0% | 0.01% | -14.3% |
| Q1 2023 | $146,661 | +6.9% | 5,700 | 0.0% | 0.01% | +16.7% |
| Q4 2022 | $137,142 | +13.3% | 5,700 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $121,000 | -11.0% | 5,700 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $136,000 | -13.9% | 5,700 | -0.4% | 0.01% | 0.0% |
| Q1 2022 | $158,000 | -53.0% | 5,725 | -50.0% | 0.01% | 0.0% |
| Q4 2021 | $336,000 | +102.4% | 11,450 | +100.0% | 0.01% | +20.0% |
| Q3 2021 | $166,000 | -4.0% | 5,725 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $173,000 | +4.2% | 5,725 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $166,000 | +5.1% | 5,725 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $158,000 | +14.5% | 5,725 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $138,000 | +6.2% | 5,725 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $130,000 | -3.0% | 5,725 | -15.5% | 0.01% | -16.7% |
| Q1 2020 | $134,000 | -36.2% | 6,775 | +20.8% | 0.01% | -45.5% |
| Q3 2018 | $210,000 | -8.7% | 5,609 | -9.7% | 0.01% | -8.3% |
| Q2 2018 | $230,000 | +5.5% | 6,209 | +10.7% | 0.01% | -7.7% |
| Q1 2018 | $218,000 | -0.5% | 5,609 | 0.0% | 0.01% | +8.3% |
| Q4 2017 | $219,000 | +3.3% | 5,609 | 0.0% | 0.01% | -7.7% |
| Q3 2017 | $212,000 | +6.0% | 5,609 | 0.0% | 0.01% | +8.3% |
| Q2 2017 | $200,000 | – | 5,609 | – | 0.01% | – |
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% |