SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 159 filers reported holding SPDR INDEX SHS FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,961,921 | -4.8% | 962,712 | -0.1% | 1.19% | -0.6% |
| Q2 2023 | $25,177,142 | +1.8% | 963,532 | +0.2% | 1.20% | -3.7% |
| Q1 2023 | $24,732,920 | -33.7% | 961,248 | -38.0% | 1.24% | -37.6% |
| Q4 2022 | $37,311,365 | +6.1% | 1,550,762 | -6.4% | 1.99% | -0.8% |
| Q3 2022 | $35,156,000 | -14.9% | 1,657,540 | -4.6% | 2.01% | -8.7% |
| Q2 2022 | $41,312,000 | -15.2% | 1,737,219 | -1.9% | 2.20% | -2.7% |
| Q1 2022 | $48,720,000 | +3.0% | 1,770,347 | +9.7% | 2.26% | +9.6% |
| Q4 2021 | $47,288,000 | +7.1% | 1,613,365 | +5.9% | 2.06% | -3.3% |
| Q3 2021 | $44,143,000 | -2.5% | 1,523,763 | +1.7% | 2.13% | -3.9% |
| Q2 2021 | $45,268,000 | +7.4% | 1,498,936 | +2.9% | 2.22% | -2.5% |
| Q1 2021 | $42,131,000 | +84.6% | 1,457,333 | +76.5% | 2.28% | +78.1% |
| Q4 2020 | $22,828,000 | +15.3% | 825,599 | +0.2% | 1.28% | +5.4% |
| Q3 2020 | $19,807,000 | +3.9% | 823,586 | -2.1% | 1.21% | -2.2% |
| Q2 2020 | $19,065,000 | +12.4% | 841,315 | -2.2% | 1.24% | -1.8% |
| Q1 2020 | $16,968,000 | -58.4% | 860,426 | -45.6% | 1.26% | -46.7% |
| Q4 2019 | $40,768,000 | +7.3% | 1,582,032 | +0.1% | 2.37% | -0.1% |
| Q3 2019 | $38,011,000 | +0.3% | 1,581,144 | +53.0% | 2.37% | -1.6% |
| Q2 2019 | $37,885,000 | +3.6% | 1,033,113 | +2.3% | 2.41% | -1.7% |
| Q1 2019 | $36,579,000 | +57.6% | 1,010,193 | +42.5% | 2.45% | +41.5% |
| Q4 2018 | $23,209,000 | -13.7% | 708,908 | -1.5% | 1.73% | -1.2% |
| Q3 2018 | $26,889,000 | +5.0% | 719,721 | +4.1% | 1.75% | +0.3% |
| Q2 2018 | $25,597,000 | -1.3% | 691,457 | +3.6% | 1.75% | -3.5% |
| Q1 2018 | $25,930,000 | +105.3% | 667,451 | +106.1% | 1.81% | +114.0% |
| Q4 2017 | $12,630,000 | +4.8% | 323,850 | +1.7% | 0.85% | -0.7% |
| Q3 2017 | $12,051,000 | +8.2% | 318,548 | +2.0% | 0.85% | +4.0% |
| Q2 2017 | $11,140,000 | +6.7% | 312,392 | +2.1% | 0.82% | +4.1% |
| Q1 2017 | $10,441,000 | – | 306,084 | – | 0.79% | – |
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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% |