SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 203 filers reported holding SPDR INDEX SHS FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,433,938 | -12.5% | 57,611 | -8.1% | 0.34% | -9.1% |
| Q2 2023 | $1,638,299 | -6.0% | 62,698 | -7.5% | 0.38% | -13.2% |
| Q1 2023 | $1,743,105 | +28.0% | 67,746 | +19.7% | 0.43% | +14.6% |
| Q4 2022 | $1,362,109 | +13.8% | 56,613 | +0.3% | 0.38% | +10.9% |
| Q3 2022 | $1,197,000 | -12.4% | 56,432 | -1.8% | 0.34% | -11.2% |
| Q2 2022 | $1,367,000 | -10.1% | 57,477 | +4.1% | 0.38% | +12.6% |
| Q1 2022 | $1,520,000 | -3.0% | 55,235 | +3.3% | 0.34% | +7.3% |
| Q4 2021 | $1,567,000 | +32.1% | 53,446 | +30.6% | 0.32% | +19.2% |
| Q3 2021 | $1,186,000 | +2.0% | 40,928 | +6.3% | 0.27% | +4.3% |
| Q2 2021 | $1,163,000 | +3.9% | 38,507 | -0.5% | 0.26% | -6.6% |
| Q1 2021 | $1,119,000 | -5.0% | 38,703 | -9.2% | 0.27% | -7.8% |
| Q4 2020 | $1,178,000 | +18.3% | 42,620 | +2.9% | 0.30% | +2.4% |
| Q3 2020 | $996,000 | -3.2% | 41,406 | -8.8% | 0.29% | -12.7% |
| Q2 2020 | $1,029,000 | +14.6% | 45,389 | -0.4% | 0.33% | -5.4% |
| Q1 2020 | $898,000 | -23.2% | 45,550 | +0.4% | 0.35% | -5.9% |
| Q4 2019 | $1,170,000 | +13.5% | 45,383 | +5.8% | 0.37% | +6.9% |
| Q3 2019 | $1,031,000 | +11.1% | 42,898 | +69.6% | 0.35% | +11.9% |
| Q2 2019 | $928,000 | +31.3% | 25,300 | +29.6% | 0.31% | +24.4% |
| Q1 2019 | $707,000 | +3.7% | 19,522 | -6.3% | 0.25% | -13.2% |
| Q4 2018 | $682,000 | -26.3% | 20,826 | -15.9% | 0.29% | -4.0% |
| Q3 2018 | $925,000 | -6.8% | 24,768 | -7.7% | 0.30% | -16.4% |
| Q2 2018 | $993,000 | -2.4% | 26,820 | +2.4% | 0.36% | -2.2% |
| Q1 2018 | $1,017,000 | +27.4% | 26,181 | +28.0% | 0.37% | +30.6% |
| Q4 2017 | $798,000 | -24.0% | 20,453 | -26.3% | 0.28% | -26.6% |
| Q3 2017 | $1,050,000 | +127.3% | 27,759 | +114.1% | 0.38% | +116.4% |
| Q2 2017 | $462,000 | +8.2% | 12,968 | +3.6% | 0.18% | +11.3% |
| Q1 2017 | $427,000 | +8.1% | 12,521 | -0.2% | 0.16% | +6.0% |
| Q4 2016 | $395,000 | – | 12,550 | – | 0.15% | – |
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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% |