SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 6 filers reported holding SPDR INDEX SHS FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,106,380 | -6.6% | 285,627 | -1.9% | 0.13% | -4.5% |
Q2 2023 | $7,607,243 | +0.7% | 291,243 | -0.8% | 0.13% | -3.6% |
Q1 2023 | $7,551,137 | +5.5% | 293,591 | -1.4% | 0.14% | -1.4% |
Q4 2022 | $7,159,104 | +13.4% | 297,677 | -0.0% | 0.14% | +5.3% |
Q3 2022 | $6,313,000 | -12.5% | 297,745 | -1.9% | 0.13% | -9.6% |
Q2 2022 | $7,215,000 | -14.3% | 303,545 | -0.8% | 0.15% | +2.8% |
Q1 2022 | $8,423,000 | -6.8% | 306,072 | -0.7% | 0.14% | -3.4% |
Q4 2021 | $9,033,000 | +0.5% | 308,298 | -0.6% | 0.15% | -10.4% |
Q3 2021 | $8,986,000 | -6.2% | 310,294 | -2.2% | 0.16% | -4.1% |
Q2 2021 | $9,579,000 | +4.5% | 317,179 | 0.0% | 0.17% | -3.9% |
Q1 2021 | $9,166,000 | -2.6% | 317,179 | -6.8% | 0.18% | -11.4% |
Q4 2020 | $9,406,000 | +13.6% | 340,314 | -1.2% | 0.20% | +2.0% |
Q3 2020 | $8,281,000 | +5.1% | 344,465 | -1.0% | 0.20% | -10.0% |
Q2 2020 | $7,880,000 | +14.9% | 347,905 | -0.1% | 0.22% | -2.2% |
Q1 2020 | $6,860,000 | -31.3% | 348,080 | -10.2% | 0.22% | -14.5% |
Q4 2019 | $9,988,000 | +13.8% | 387,599 | +6.1% | 0.26% | +4.4% |
Q3 2019 | $8,778,000 | -9.2% | 365,152 | +38.5% | 0.25% | -11.6% |
Q2 2019 | $9,666,000 | -0.7% | 263,675 | -2.0% | 0.28% | -4.7% |
Q1 2019 | $9,736,000 | +9.4% | 268,958 | -1.1% | 0.30% | -2.6% |
Q4 2018 | $8,901,000 | -12.4% | 271,952 | 0.0% | 0.31% | -3.5% |
Q3 2018 | $10,160,000 | -0.8% | 271,952 | -1.7% | 0.32% | -6.2% |
Q2 2018 | $10,239,000 | -4.6% | 276,578 | +0.1% | 0.34% | -6.1% |
Q1 2018 | $10,730,000 | -0.4% | 276,267 | -0.0% | 0.36% | -4.3% |
Q4 2017 | $10,778,000 | +9.7% | 276,367 | +6.4% | 0.38% | +5.0% |
Q3 2017 | $9,821,000 | +6.7% | 259,692 | +0.6% | 0.36% | +0.6% |
Q2 2017 | $9,201,000 | +4.5% | 258,097 | -0.0% | 0.36% | +0.3% |
Q1 2017 | $8,808,000 | +6.7% | 258,223 | -1.5% | 0.36% | +1.1% |
Q4 2016 | $8,255,000 | +8.4% | 262,226 | +11.8% | 0.35% | +5.7% |
Q3 2016 | $7,613,000 | +11.2% | 234,459 | +4.3% | 0.33% | +9.9% |
Q2 2016 | $6,848,000 | -1.3% | 224,875 | -0.2% | 0.30% | -1.6% |
Q1 2016 | $6,937,000 | -6.2% | 225,228 | -6.3% | 0.31% | -8.6% |
Q4 2015 | $7,398,000 | +83.6% | 240,251 | +81.2% | 0.34% | +71.4% |
Q3 2015 | $4,029,000 | -10.1% | 132,603 | +1.8% | 0.20% | -1.5% |
Q2 2015 | $4,480,000 | +3.3% | 130,207 | +4.0% | 0.20% | 0.0% |
Q1 2015 | $4,335,000 | +15.3% | 125,177 | +11.3% | 0.20% | +11.2% |
Q4 2014 | $3,761,000 | -7.0% | 112,433 | -2.5% | 0.18% | -9.1% |
Q3 2014 | $4,046,000 | +2.5% | 115,373 | +8.4% | 0.20% | +1.0% |
Q2 2014 | $3,948,000 | +36.9% | 106,455 | +32.1% | 0.20% | +31.8% |
Q1 2014 | $2,884,000 | +2.9% | 80,561 | +2.4% | 0.15% | +2.8% |
Q4 2013 | $2,804,000 | +8.7% | 78,681 | +4.4% | 0.14% | +2.9% |
Q3 2013 | $2,580,000 | +7.6% | 75,335 | -1.8% | 0.14% | +4.5% |
Q2 2013 | $2,397,000 | – | 76,745 | – | 0.13% | – |
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% |