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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,120 | -4.9% | 165,540 | -0.2% | 0.06% | 0.0% |
Q2 2023 | $4,332 | -0.3% | 165,790 | -1.8% | 0.06% | -3.1% |
Q1 2023 | $4,345 | +7.2% | 168,875 | +0.3% | 0.06% | +12.3% |
Q4 2022 | $4,052 | -99.9% | 168,432 | -0.2% | 0.06% | -9.5% |
Q3 2022 | $3,579,000 | -12.2% | 168,742 | -1.5% | 0.06% | -10.0% |
Q2 2022 | $4,076,000 | -20.1% | 171,393 | -7.6% | 0.07% | -7.9% |
Q1 2022 | $5,103,000 | -8.1% | 185,422 | -2.2% | 0.08% | -21.6% |
Q4 2021 | $5,554,000 | -14.9% | 189,500 | -15.9% | 0.10% | -22.4% |
Q3 2021 | $6,524,000 | -5.4% | 225,209 | -1.3% | 0.12% | -8.8% |
Q2 2021 | $6,893,000 | +3.5% | 228,232 | -0.9% | 0.14% | -2.1% |
Q1 2021 | $6,660,000 | +4.5% | 230,354 | -0.1% | 0.14% | -4.8% |
Q4 2020 | $6,374,000 | +7.8% | 230,536 | -6.2% | 0.15% | -4.5% |
Q3 2020 | $5,914,000 | +4.8% | 245,887 | -1.2% | 0.15% | -5.5% |
Q2 2020 | $5,641,000 | -76.4% | 248,922 | -79.5% | 0.16% | -79.0% |
Q1 2020 | $23,923,000 | -45.8% | 1,213,121 | -29.1% | 0.78% | -30.1% |
Q4 2019 | $44,101,000 | +7.1% | 1,711,345 | -0.1% | 1.11% | -15.0% |
Q3 2019 | $41,193,000 | -4.6% | 1,713,512 | +45.5% | 1.31% | -4.2% |
Q2 2019 | $43,183,000 | -0.3% | 1,177,624 | -1.5% | 1.37% | -24.7% |
Q1 2019 | $43,312,000 | -0.6% | 1,196,128 | -10.1% | 1.82% | -13.9% |
Q4 2018 | $43,581,000 | – | 1,331,115 | – | 2.11% | – |
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% |