SIGNATURE ESTATE & INVESTMENT ADVISORS LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 195 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2018$188,000
-65.8%
5,035
-66.0%
0.02%
-67.3%
Q2 2018$549,000
-80.8%
14,824
-79.8%
0.05%
-82.0%
Q1 2018$2,853,000
+4.5%
73,424
+4.9%
0.29%
+3.6%
Q4 2017$2,731,000
+5.0%
70,025
+1.9%
0.28%
-3.8%
Q3 2017$2,600,000
+9.1%
68,731
+2.9%
0.29%
+2.5%
Q2 2017$2,383,000
+14.8%
66,813
+9.8%
0.28%
+9.3%
Q1 2017$2,075,000
+16.1%
60,837
+7.2%
0.26%
+4.4%
Q4 2016$1,787,000
-9.0%
56,761
-6.1%
0.25%
-13.6%
Q3 2016$1,964,000
+7.7%
60,466
+1.0%
0.29%
-1.4%
Q2 2016$1,823,000
+5.1%
59,872
+6.3%
0.29%
+2.5%
Q1 2016$1,735,000
+5.4%
56,301
+5.4%
0.28%0.0%
Q4 2015$1,646,000
+16.2%
53,433
+14.7%
0.28%
-3.7%
Q3 2015$1,416,000
+0.6%
46,588
+13.9%
0.30%
-6.3%
Q2 2015$1,408,000
+33.6%
40,902
+34.4%
0.32%
+13.3%
Q1 2015$1,054,000
+29.0%
30,428
+24.6%
0.28%
+2.2%
Q4 2014$817,000
+6.8%
24,413
+11.9%
0.27%
-0.4%
Q3 2014$765,000
+21.4%
21,821
+28.5%
0.27%
+23.0%
Q2 2014$630,000
+34.0%
16,977
+29.4%
0.22%
+20.7%
Q1 2014$470,00013,1220.18%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
NameSharesValueWeighting ↓
HENGEHOLD CAPITAL MANAGEMENT LLC 1,549,606$38,569,7045.03%
PITCAIRN CO 2,039,555$50,764,5244.33%
LODESTAR PRIVATE ASSET MANAGEMENT LLC 741,984$18,467,9723.16%
Gerber Kawasaki Wealth & Investment Management 1,481,093$36,864,4292.51%
Mach-1 Financial Group, LLC 240,186$5,978,2202.48%
IAG Wealth Partners, LLC 327,249$8,145,2432.27%
HANTZ FINANCIAL SERVICES, INC. 257,547$6,4102.14%
Courage Miller Partners, LLC 188,592$4,694,0611.92%
TIEMANN INVESTMENT ADVISORS, LLC 132,497$3,297,8501.76%
Avantax Planning Partners, Inc. 1,578,763$39,295,4111.64%
View complete list of SPDR INDEX SHS FDS shareholders